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 | $42,673 | $55,706-23.4% | $75,886-43.8% | $72,985-41.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 54.32% | 27.59%+26.7pp | 30.76%+23.6pp | 81.00%-26.7pp |
| Employer contribution / active EE | $3,948 | $1,687+134.1% | $2,500+57.9% | $2,440+61.8% |
| Participant deferral / active EE | $7,027 | $2,634+166.8% | $3,603+95.0% | $3,607+94.8% |
| Admin fee / account holder | $2,630 | $3,978-33.9% | $5,418-51.5% | $5,124-48.7% |