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 | $71,048 | $115,770-38.6% | $101,248-29.8% | $158,922-55.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 18.18% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $10,000 | $4,175+139.5% | $3,660+173.3% | $4,761+110.0% |
| Participant deferral / active EE | $7,690 | $4,957+55.1% | $4,370+76.0% | $5,982+28.6% |
| Admin fee / account holder | $2,957 | $7,245-59.2% | $5,945-50.3% | $11,246-73.7% |