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 | $40,026 | $70,428-43.2% | $96,562-58.5% | $85,850-53.4% |
| Participation rate | 70.1% | 61.8%+8.3pp | 69.8%+0.3pp | 69.3%+0.8pp |
| Annual return | 20.78% | 18.59%+2.2pp | 37.78%-17.0pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,416 | $1,413+71.0% | $2,356+2.5% | $2,565-5.8% |
| Participant deferral / active EE | $5,095 | $2,894+76.1% | $3,849+32.4% | $3,952+28.9% |
| Admin fee / account holder | $13,952 | $4,997+179.2% | $6,181+125.7% | $6,260+122.9% |