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 | $43,575 | $94,031-53.7% | $115,768-62.4% | $82,448-47.1% |
| Participation rate | 83.1% | 70.4%+12.6pp | 74.4%+8.7pp | 68.1%+15.0pp |
| Annual return | 20.44% | 20.61%-0.2pp | 100.46%-80.0pp | 41.64%-21.2pp |
| Employer contribution / active EE | $4,063 | $2,323+74.9% | $2,940+38.2% | $2,551+59.3% |
| Participant deferral / active EE | $4,629 | $3,972+16.6% | $4,917-5.8% | $4,139+11.8% |
| Admin fee / account holder | $1,701 | $10,249-83.4% | $12,439-86.3% | $7,234-76.5% |