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 | $58,782 | $74,888-21.5% | $71,209-17.5% | $142,382-58.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 18.62% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,847 | $2,854+34.8% | $2,721+41.4% | $4,299-10.5% |
| Participant deferral / active EE | $3,891 | $4,454-12.6% | $4,175-6.8% | $6,507-40.2% |
| Admin fee / account holder | $350 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |