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 | $44,592 | $49,227-9.4% | $70,449-36.7% | $79,858-44.2% |
| Participation rate | 94.8% | 69.2%+25.7pp | 75.1%+19.8pp | 69.6%+25.2pp |
| Annual return | 12.60% | 30.06%-17.5pp | 109.03%-96.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,446 | $2,099+111.8% | $2,737+62.5% | $2,471+79.9% |
| Participant deferral / active EE | $4,163 | $2,768+50.4% | $3,709+12.3% | $3,740+11.3% |
| Admin fee / account holder | $3,479 | $2,878+20.9% | $3,845-9.5% | $5,306-34.4% |