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 | $39,303 | $69,515-43.5% | $86,874-54.8% | $85,850-54.2% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.6%+24.7pp | 69.3%+27.0pp |
| Annual return | 36.48% | 20.12%+16.4pp | 63.52%-27.0pp | 318.53%-282.1pp |
| Employer contribution / active EE | $6,438 | $1,880+242.4% | $2,495+158.0% | $2,565+151.0% |
| Participant deferral / active EE | $5,460 | $2,919+87.0% | $3,699+47.6% | $3,952+38.2% |
| Admin fee / account holder | $468 | $5,972-92.2% | $5,828-92.0% | $6,260-92.5% |