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 | $42,687 | $51,638-17.3% | $68,368-37.6% | $82,448-48.2% |
| Participation rate | 80.6% | 63.6%+17.0pp | 73.8%+6.9pp | 68.1%+12.6pp |
| Annual return | 16.74% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,227 | $2,047+8.8% | $2,649-15.9% | $2,551-12.7% |
| Participant deferral / active EE | $3,568 | $2,914+22.5% | $4,123-13.5% | $4,139-13.8% |
| Admin fee / account holder | $3,404 | $4,643-26.7% | $5,150-33.9% | $7,234-52.9% |