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 | $46,440 | $80,968-42.6% | $96,544-51.9% | $75,163-38.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 32.93% | 27.06%+5.9pp | 25.84%+7.1pp | 160.62%-127.7pp |
| Employer contribution / active EE | $6,698 | $2,282+193.5% | $2,965+125.9% | $2,670+150.9% |
| Participant deferral / active EE | $4,477 | $3,928+14.0% | $4,851-7.7% | $4,125+8.5% |
| Admin fee / account holder | $1,844 | $6,724-72.6% | $8,252-77.7% | $5,651-67.4% |