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 | $38,187 | $54,705-30.2% | $71,209-46.4% | $84,808-55.0% |
| Participation rate | 90.2% | 64.1%+26.1pp | 73.8%+16.4pp | 68.3%+21.9pp |
| Annual return | 41.89% | 35.90%+6.0pp | 282.51%-240.6pp | 40.90%+1.0pp |
| Employer contribution / active EE | $2,279 | $2,158+5.6% | $2,721-16.3% | $2,631-13.4% |
| Participant deferral / active EE | $5,223 | $3,030+72.3% | $4,175+25.1% | $4,212+24.0% |
| Admin fee / account holder | $15,079 | $4,863+210.1% | $5,349+181.9% | $7,344+105.3% |