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 | $46,438 | $49,922-7.0% | $80,569-42.4% | $75,163-38.2% |
| Participation rate | 75.8% | 55.3%+20.5pp | 67.0%+8.8pp | 67.2%+8.6pp |
| Annual return | 18.06% | 34.69%-16.6pp | 935.43%-917.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,083 | $1,698-36.2% | $2,723-60.2% | $2,670-59.4% |
| Participant deferral / active EE | $4,454 | $2,990+48.9% | $4,447+0.1% | $4,125+8.0% |
| Admin fee / account holder | $741 | $3,577-79.3% | $5,377-86.2% | $5,651-86.9% |