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 | $33,517 | $56,277-40.4% | $80,975-58.6% | $62,891-46.7% |
| Participation rate | 92.9% | 69.0%+23.9pp | 75.8%+17.0pp | 69.3%+23.6pp |
| Annual return | 9.17% | 22.12%-12.9pp | 17.10%-7.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,265 | $1,943+273.9% | $3,714+95.6% | $2,281+218.5% |
| Participant deferral / active EE | $5,791 | $4,195+38.0% | $5,696+1.7% | $3,203+80.8% |
| Admin fee / account holder | $924 | $3,741-75.3% | $5,516-83.2% | $4,296-78.5% |