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 | $50,206 | $49,177+2.1% | $79,464-36.8% | $64,186-21.8% |
| Participation rate | 90.5% | 65.0%+25.4pp | 73.3%+17.1pp | 69.6%+20.9pp |
| Annual return | 12.49% | -1.16%+13.6pp | 718.14%-705.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $4,285 | $2,076+106.4% | $2,800+53.0% | $2,381+80.0% |
| Participant deferral / active EE | $2,276 | $2,821-19.3% | $3,704-38.5% | $3,470-34.4% |
| Admin fee / account holder | $6,699 | $3,839+74.5% | $5,113+31.0% | $4,888+37.0% |