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 | $15,511 | $91,037-83.0% | $71,671-78.4% | $147,584-89.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 45.58% | 20.48%+25.1pp | 20.65%+24.9pp | 578.55%-533.0pp |
| Employer contribution / active EE | $3,719 | $3,327+11.8% | $2,460+51.2% | $4,876-23.7% |
| Participant deferral / active EE | $5,441 | $4,498+21.0% | $3,438+58.3% | $5,4390% |
| Admin fee / account holder | $452 | $8,613-94.8% | $5,558-91.9% | $10,885-95.9% |