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 | $57,985 | $105,181-44.9% | $159,436-63.6% | $85,850-32.5% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.8%+7.4pp | 69.3%+20.9pp |
| Annual return | 16.80% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,750 | $3,318+13.0% | $4,829-22.4% | $2,565+46.2% |
| Participant deferral / active EE | $8,252 | $5,945+38.8% | $7,352+12.2% | $3,952+108.8% |
| Admin fee / account holder | $3,488 | $6,933-49.7% | $10,799-67.7% | $6,260-44.3% |