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 | $41,431 | $77,314-46.4% | $177,989-76.7% | $80,856-48.8% |
| Participation rate | 91.7% | 65.7%+26.0pp | 77.1%+14.6pp | 67.6%+24.0pp |
| Annual return | 18.70% | 18.09%+0.6pp | 294.48%-275.8pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,430 | $2,292+49.6% | $3,949-13.1% | $2,755+24.5% |
| Participant deferral / active EE | $7,122 | $4,411+61.5% | $6,276+13.5% | $4,296+65.8% |
| Admin fee / account holder | $1,171 | $7,191-83.7% | $10,363-88.7% | $6,918-83.1% |