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 | $52,593 | $53,127-1.0% | $86,590-39.3% | $70,131-25.0% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 16.68% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,044 | $2,068+47.2% | $2,839+7.2% | $2,342+29.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,530 | $3,585-1.6% | $4,906-28.0% | $4,645-24.0% |