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 | $47,026 | $91,037-48.3% | $71,671-34.4% | $147,584-68.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 20.32% | 20.48%-0.2pp | 20.65%-0.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,433 | $3,327-26.9% | $2,460-1.1% | $4,876-50.1% |
| Participant deferral / active EE | $3,808 | $4,498-15.4% | $3,438+10.8% | $5,439-30.0% |
| Admin fee / account holder | $3,520 | $8,613-59.1% | $5,558-36.7% | $10,885-67.7% |