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 | $46,753 | $54,705-14.5% | $71,209-34.3% | $84,808-44.9% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 23.89% | 35.90%-12.0pp | 282.51%-258.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $3,278 | $2,158+51.9% | $2,721+20.5% | $2,631+24.6% |
| Participant deferral / active EE | $4,548 | $3,030+50.1% | $4,175+8.9% | $4,212+8.0% |
| Admin fee / account holder | $970 | $4,863-80.1% | $5,349-81.9% | $7,344-86.8% |