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 | $29,658 | $107,015-72.3% | $73,545-59.7% | $147,584-79.9% |
| Participation rate | 91.7% | 66.4%+25.3pp | 54.9%+36.7pp | 82.8%+8.8pp |
| Annual return | 12.43% | 38.25%-25.8pp | -15.16%+27.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $4,367 | $1,760+148.1% | $1,219+258.2% | $4,876-10.4% |
| Participant deferral / active EE | $3,327 | $2,462+35.1% | $1,806+84.2% | $5,439-38.8% |
| Admin fee / account holder | $705 | $3,055-76.9% | $2,320-69.6% | $10,885-93.5% |