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 5-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 | $60,947 | $117,841-48.3% | $102,423-40.5% | $145,922-58.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.36% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $12,207 | $3,615+237.7% | $3,023+303.8% | $4,660+162.0% |
| Participant deferral / active EE | $6,424 | $5,731+12.1% | $5,053+27.1% | $6,688-3.9% |
| Admin fee / account holder | $1,838 | $13,326-86.2% | $9,451-80.5% | $13,397-86.3% |