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 | $42,662 | $79,449-46.3% | $189,557-77.5% | $85,850-50.3% |
| Participation rate | 85.1% | 66.0%+19.1pp | 78.4%+6.7pp | 69.3%+15.8pp |
| Annual return | 25.88% | 18.45%+7.4pp | 64.17%-38.3pp | 318.53%-292.6pp |
| Employer contribution / active EE | $5,090 | $2,081+144.6% | $4,412+15.3% | $2,565+98.4% |
| Participant deferral / active EE | $6,354 | $4,051+56.8% | $6,174+2.9% | $3,952+60.8% |
| Admin fee / account holder | $634 | $5,377-88.2% | $9,807-93.5% | $6,260-89.9% |