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 | $42,214 | $56,317-25.0% | $71,209-40.7% | $74,304-43.2% |
| Participation rate | 76.1% | 55.1%+21.0pp | 73.8%+2.4pp | 60.3%+15.8pp |
| Annual return | 19.83% | 42.83%-23.0pp | 282.51%-262.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,906 | $2,160+34.5% | $2,721+6.8% | $2,241+29.7% |
| Participant deferral / active EE | $6,256 | $2,788+124.4% | $4,175+49.8% | $3,767+66.1% |
| Admin fee / account holder | $4,521 | $2,290+97.4% | $5,349-15.5% | $2,969+52.3% |