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 | $38,399 | $65,041-41.0% | $90,951-57.8% | $79,858-51.9% |
| Participation rate | 95.3% | 61.6%+33.7pp | 69.0%+26.3pp | 69.6%+25.7pp |
| Annual return | 15.80% | 30.45%-14.6pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,650 | $1,247+353.1% | $2,122+166.3% | $2,471+128.7% |
| Participant deferral / active EE | $3,879 | $2,512+54.4% | $3,373+15.0% | $3,740+3.7% |
| Admin fee / account holder | $2,034 | $4,536-55.2% | $5,959-65.9% | $5,306-61.7% |