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 | $22,554 | $58,208-61.3% | $81,812-72.4% | $80,856-72.1% |
| Participation rate | 73.0% | 63.4%+9.6pp | 72.3%+0.6pp | 67.6%+5.3pp |
| Annual return | 14.45% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,649 | $2,340+55.9% | $2,912+25.3% | $2,755+32.5% |
| Participant deferral / active EE | $6,611 | $3,281+101.5% | $4,319+53.1% | $4,296+53.9% |
| Admin fee / account holder | $1,134 | $4,981-77.2% | $7,386-84.6% | $6,918-83.6% |