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 | $43,327 | $91,552-52.7% | $133,956-67.7% | $79,858-45.7% |
| Participation rate | 85.3% | 73.3%+11.9pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 17.00% | 61.85%-44.8pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,990 | $2,384+151.3% | $3,919+52.9% | $2,471+142.4% |
| Participant deferral / active EE | $3,049 | $3,733-18.3% | $5,048-39.6% | $3,740-18.5% |
| Admin fee / account holder | $3,570 | $6,321-43.5% | $8,927-60.0% | $5,306-32.7% |