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 | $72,057 | $105,181-31.5% | $159,436-54.8% | $85,850-16.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 19.73% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $6,059 | $3,318+82.6% | $4,829+25.5% | $2,565+136.2% |
| Participant deferral / active EE | $13,117 | $5,945+120.7% | $7,352+78.4% | $3,952+231.9% |
| Admin fee / account holder | $12,457 | $6,933+79.7% | $10,799+15.4% | $6,260+99.0% |