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 | $44,343 | $72,071-38.5% | $68,368-35.1% | $137,256-67.7% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 16.14% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,877 | $2,788+3.2% | $2,649+8.6% | $4,156-30.8% |
| Participant deferral / active EE | $5,392 | $4,410+22.3% | $4,123+30.8% | $6,407-15.8% |
| Admin fee / account holder | $8,780 | $5,336+64.6% | $5,150+70.5% | $12,270-28.4% |