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 | $43,939 | $77,419-43.2% | $69,455-36.7% | $152,861-71.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.06% | 39.06%-16.0pp | 28.97%-5.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,788 | $3,315-46.1% | $2,779-35.7% | $4,762-62.5% |
| Participant deferral / active EE | $4,726 | $4,414+7.1% | $3,535+33.7% | $5,850-19.2% |
| Admin fee / account holder | $641 | $6,207-89.7% | $3,839-83.3% | $11,596-94.5% |