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 | $27,398 | $52,279-47.6% | $89,391-69.4% | $79,858-65.7% |
| Participation rate | 92.9% | 57.5%+35.3pp | 68.0%+24.9pp | 69.6%+23.2pp |
| Annual return | 14.35% | 22.16%-7.8pp | 245.62%-231.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,793 | $1,572+77.8% | $2,586+8.0% | $2,471+13.1% |
| Participant deferral / active EE | $4,253 | $2,740+55.2% | $3,890+9.3% | $3,740+13.7% |
| Admin fee / account holder | $1,179 | $3,356-64.9% | $4,881-75.9% | $5,306-77.8% |