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 | $53,364 | $63,703-16.2% | $93,063-42.7% | $82,448-35.3% |
| Participation rate | 96.5% | 63.8%+32.7pp | 72.1%+24.4pp | 68.1%+28.4pp |
| Annual return | 16.72% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,916 | $1,729+126.5% | $2,476+58.1% | $2,551+53.5% |
| Participant deferral / active EE | $2,731 | $2,919-6.4% | $3,958-31.0% | $4,139-34.0% |
| Admin fee / account holder | $6,959 | $5,982+16.3% | $6,033+15.3% | $7,234-3.8% |