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 | $53,958 | $157,256-65.7% | $141,162-61.8% | $152,861-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.27% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,842 | $5,261-8.0% | $4,735+2.3% | $4,762+1.7% |
| Participant deferral / active EE | $7,713 | $7,109+8.5% | $6,709+15.0% | $5,850+31.9% |
| Admin fee / account holder | $867 | $12,120-92.9% | $10,261-91.6% | $11,596-92.5% |