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 | $53,743 | $162,781-67.0% | $133,956-59.9% | $158,922-66.2% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 17.14% | 41.94%-24.8pp | 45.09%-28.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $5,487 | $4,975+10.3% | $3,919+40.0% | $4,761+15.2% |
| Participant deferral / active EE | $8,665 | $5,911+46.6% | $5,048+71.7% | $5,982+44.8% |
| Admin fee / account holder | $5,395 | $11,736-54.0% | $8,927-39.6% | $11,246-52.0% |