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 | $54,473 | $52,681+3.4% | $75,781-28.1% | $59,632-8.7% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.8%+22.0pp | 68.7%+29.1pp |
| Annual return | 2.93% | 2.95%0pp | 9.68%-6.7pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $14,865 | $2,193+577.7% | $3,323+347.3% | $2,203+574.9% |
| Participant deferral / active EE | $1,503 | $2,591-42.0% | $3,651-58.8% | $3,192-52.9% |
| Admin fee / account holder | $7,057 | $3,610+95.5% | $5,299+33.2% | $4,297+64.2% |