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 | $52,694 | $63,346-16.8% | $92,233-42.9% | $70,131-24.9% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 18.67% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $860 | $2,471-65.2% | $3,679-76.6% | $2,342-63.3% |
| Participant deferral / active EE | $2,499 | $2,854-12.4% | $3,897-35.9% | $3,332-25.0% |
| Admin fee / account holder | $7,858 | $3,840+104.6% | $5,194+51.3% | $4,645+69.2% |