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 | $44,133 | $53,822-18.0% | $75,696-41.7% | $85,850-48.6% |
| Participation rate | 75.0% | 69.1%+5.9pp | 74.8%+0.2pp | 69.3%+5.7pp |
| Annual return | 25.76% | 24.54%+1.2pp | 104.53%-78.8pp | 318.53%-292.8pp |
| Employer contribution / active EE | $5,976 | $2,017+196.4% | $2,743+117.9% | $2,565+133.0% |
| Participant deferral / active EE | $2,339 | $2,895-19.2% | $3,821-38.8% | $3,952-40.8% |
| Admin fee / account holder | $1,565 | $3,343-53.2% | $3,619-56.8% | $6,260-75.0% |