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 | $47,226 | $52,279-9.7% | $89,391-47.2% | $79,858-40.9% |
| Participation rate | 94.1% | 57.5%+36.6pp | 68.0%+26.1pp | 69.6%+24.5pp |
| Annual return | 15.44% | 22.16%-6.7pp | 245.62%-230.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,918 | $1,572+22.1% | $2,586-25.8% | $2,471-22.4% |
| Participant deferral / active EE | $4,030 | $2,740+47.1% | $3,890+3.6% | $3,740+7.7% |
| Admin fee / account holder | $339 | $3,356-89.9% | $4,881-93.0% | $5,306-93.6% |