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 | $50,659 | $94,031-46.1% | $115,768-56.2% | $82,448-38.6% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.4%+5.6pp | 68.1%+11.9pp |
| Annual return | 13.12% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,673 | $2,323+15.1% | $2,940-9.1% | $2,551+4.8% |
| Participant deferral / active EE | $5,597 | $3,972+40.9% | $4,917+13.8% | $4,139+35.2% |
| Admin fee / account holder | $36,533 | $10,249+256.4% | $12,439+193.7% | $7,234+405.0% |