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 | $42,150 | $65,409-35.6% | $98,442-57.2% | $85,850-50.9% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.3%+25.8pp |
| Annual return | 12.05% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,428 | $2,168+58.1% | $2,960+15.8% | $2,565+33.6% |
| Participant deferral / active EE | $3,926 | $3,166+24.0% | $4,276-8.2% | $3,952-0.7% |
| Admin fee / account holder | $10,767 | $4,593+134.4% | $5,949+81.0% | $6,260+72.0% |