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 | $52,716 | $101,069-47.8% | $81,478-35.3% | $147,584-64.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 18.52% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $4,267 | $3,205+33.1% | $2,568+66.2% | $4,876-12.5% |
| Participant deferral / active EE | $6,301 | $4,242+48.5% | $3,537+78.2% | $5,439+15.9% |
| Admin fee / account holder | $811 | $5,812-86.1% | $4,561-82.2% | $10,885-92.6% |