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 | $76,749 | $77,419-0.9% | $69,455+10.5% | $152,861-49.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.49% | 39.06%-33.6pp | 28.97%-23.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $5,469 | $3,315+64.9% | $2,779+96.8% | $4,762+14.8% |
| Participant deferral / active EE | $5,090 | $4,414+15.3% | $3,535+44.0% | $5,850-13.0% |
| Admin fee / account holder | $4,577 | $6,207-26.3% | $3,839+19.2% | $11,596-60.5% |