See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,839 | $78,422-54.3% | $95,952-62.6% | $79,858-55.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 32.24% | 19.37%+12.9pp | 91.61%-59.4pp | 31.71%+0.5pp |
| Employer contribution / active EE | $4,346 | $1,945+123.4% | $2,541+71.0% | $2,471+75.9% |
| Participant deferral / active EE | $3,520 | $3,440+2.3% | $4,167-15.5% | $3,740-5.9% |
| Admin fee / account holder | $14,306 | $5,622+154.5% | $6,795+110.5% | $5,306+169.6% |