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 | $42,056 | $49,227-14.6% | $70,449-40.3% | $79,858-47.3% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.9pp | 69.6%+28.3pp |
| Annual return | 14.63% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,233 | $2,099+6.4% | $2,737-18.4% | $2,471-9.6% |
| Participant deferral / active EE | $4,340 | $2,768+56.8% | $3,709+17.0% | $3,740+16.0% |
| Admin fee / account holder | $1,034 | $2,878-64.1% | $3,845-73.1% | $5,306-80.5% |