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 | $87,789 | $111,754-21.4% | $103,333-15.0% | $145,922-39.8% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 11.65% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $9,565 | $4,212+127.1% | $3,868+147.3% | $4,660+105.3% |
| Participant deferral / active EE | $6,733 | $5,619+19.8% | $5,057+33.1% | $6,688+0.7% |
| Admin fee / account holder | $5,608 | $9,750-42.5% | $8,355-32.9% | $13,397-58.1% |