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 | $58,727 | $98,750-40.5% | $149,696-60.8% | $79,858-26.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 25.03% | 27.43%-2.4pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $4,202 | $3,216+30.7% | $4,644-9.5% | $2,471+70.1% |
| Participant deferral / active EE | $10,017 | $5,680+76.4% | $6,842+46.4% | $3,740+167.8% |
| Admin fee / account holder | $1,948 | $6,053-67.8% | $9,309-79.1% | $5,306-63.3% |