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 | $41,592 | $102,616-59.5% | $81,983-49.3% | $158,922-73.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 27.63% | 61.04%-33.4pp | 41.31%-13.7pp | 302.83%-275.2pp |
| Employer contribution / active EE | $3,535 | $3,240+9.1% | $2,498+41.5% | $4,761-25.8% |
| Participant deferral / active EE | $4,628 | $4,648-0.4% | $3,722+24.3% | $5,982-22.6% |
| Admin fee / account holder | $1,361 | $8,235-83.5% | $5,664-76.0% | $11,246-87.9% |