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 | $41,639 | $77,899-46.5% | $149,673-72.2% | $75,163-44.6% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 19.32% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,375 | $3,137-56.2% | $4,818-71.4% | $2,670-48.5% |
| Participant deferral / active EE | $2,356 | $3,411-30.9% | $5,680-58.5% | $4,125-42.9% |
| Admin fee / account holder | $4,063 | $5,956-31.8% | $13,210-69.2% | $5,651-28.1% |