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 | $79,925 | $124,319-35.7% | $111,297-28.2% | $167,490-52.3% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 21.70% | 37.44%-15.7pp | 54.65%-33.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $5,768 | $3,435+67.9% | $2,731+111.2% | $4,837+19.2% |
| Participant deferral / active EE | $6,639 | $5,180+28.2% | $4,487+47.9% | $6,341+4.7% |
| Admin fee / account holder | $696 | $10,618-93.4% | $7,964-91.3% | $12,309-94.3% |