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 | $48,338 | $53,018-8.8% | $70,014-31.0% | $62,891-23.1% |
| Participation rate | 77.3% | 67.2%+10.1pp | 71.8%+5.5pp | 69.3%+8.0pp |
| Annual return | 198.69% | 13.35%+185.3pp | 12.99%+185.7pp | 20.14%+178.5pp |
| Employer contribution / active EE | $1,632 | $1,799-9.3% | $2,338-30.2% | $2,281-28.5% |
| Participant deferral / active EE | $2,815 | $2,395+17.5% | $2,931-3.9% | $3,203-12.1% |
| Admin fee / account holder | $8,633 | $3,690+134.0% | $4,380+97.1% | $4,296+101.0% |