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 | $51,638-9.5% | $68,368-31.6% | $82,448-43.3% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 23.89% | 37.53%-13.6pp | 292.57%-268.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $3,278 | $2,047+60.2% | $2,649+23.8% | $2,551+28.5% |
| Participant deferral / active EE | $4,548 | $2,914+56.1% | $4,123+10.3% | $4,139+9.9% |
| Admin fee / account holder | $970 | $4,643-79.1% | $5,150-81.2% | $7,234-86.6% |