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 | $41,272 | $78,422-47.4% | $95,952-57.0% | $79,858-48.3% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.3pp |
| Annual return | 18.97% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,196 | $1,945+64.3% | $2,541+25.8% | $2,471+29.4% |
| Participant deferral / active EE | $8,598 | $3,440+150.0% | $4,167+106.3% | $3,740+129.9% |
| Admin fee / account holder | $2,660 | $5,622-52.7% | $6,795-60.9% | $5,306-49.9% |