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 | $53,506 | $52,279+2.3% | $89,391-40.1% | $79,858-33.0% |
| Participation rate | 97.7% | 57.5%+40.1pp | 68.0%+29.7pp | 69.6%+28.0pp |
| Annual return | 19.56% | 22.16%-2.6pp | 245.62%-226.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,118 | $1,572+34.8% | $2,586-18.1% | $2,471-14.3% |
| Participant deferral / active EE | $4,200 | $2,740+53.3% | $3,890+8.0% | $3,740+12.3% |
| Admin fee / account holder | $717 | $3,356-78.6% | $4,881-85.3% | $5,306-86.5% |