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 | $39,249 | $89,753-56.3% | $107,525-63.5% | $84,808-53.7% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.6pp |
| Annual return | 22.18% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,186 | $3,113-29.8% | $3,754-41.8% | $2,631-16.9% |
| Participant deferral / active EE | $4,134 | $4,056+1.9% | $5,116-19.2% | $4,212-1.8% |
| Admin fee / account holder | $966 | $7,222-86.6% | $8,919-89.2% | $7,344-86.8% |