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 | $38,046 | $52,903-28.1% | $73,307-48.1% | $59,632-36.2% |
| Participation rate | 84.5% | 68.2%+16.3pp | 74.9%+9.6pp | 68.7%+15.8pp |
| Annual return | 28.40% | 12.20%+16.2pp | 5.67%+22.7pp | 2041.28%-2012.9pp |
| Employer contribution / active EE | $2,432 | $1,909+27.4% | $3,237-24.9% | $2,203+10.4% |
| Participant deferral / active EE | $4,201 | $4,069+3.2% | $4,991-15.8% | $3,192+31.6% |
| Admin fee / account holder | $569 | $3,834-85.1% | $5,637-89.9% | $4,297-86.7% |