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 | $55,793 | $65,409-14.7% | $98,442-43.3% | $85,850-35.0% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 13.17% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $9,197 | $2,168+324.3% | $2,960+210.7% | $2,565+258.5% |
| Participant deferral / active EE | $5,380 | $3,166+69.9% | $4,276+25.8% | $3,952+36.2% |
| Admin fee / account holder | $558 | $4,593-87.9% | $5,949-90.6% | $6,260-91.1% |