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 | $43,764 | $48,230-9.3% | $67,502-35.2% | $80,856-45.9% |
| Participation rate | 91.4% | 66.4%+25.1pp | 72.9%+18.6pp | 67.6%+23.8pp |
| Annual return | 18.99% | 18.28%+0.7pp | 3512.12%-3493.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,012 | $2,020+98.6% | $2,731+46.9% | $2,755+45.6% |
| Participant deferral / active EE | $2,890 | $2,924-1.2% | $4,000-27.7% | $4,296-32.7% |
| Admin fee / account holder | $1,696 | $3,681-53.9% | $3,998-57.6% | $6,918-75.5% |