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 | $38,978 | $93,571-58.3% | $135,903-71.3% | $75,163-48.1% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 45.10% | 30.90%+14.2pp | 68.23%-23.1pp | 160.62%-115.5pp |
| Employer contribution / active EE | $3,104 | $3,537-12.2% | $4,856-36.1% | $2,670+16.2% |
| Participant deferral / active EE | $6,202 | $6,404-3.2% | $7,758-20.1% | $4,125+50.3% |
| Admin fee / account holder | $2,857 | $6,975-59.0% | $10,762-73.5% | $5,651-49.4% |