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 | $58,737 | $78,672-25.3% | $109,143-46.2% | $85,850-31.6% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.2pp |
| Annual return | 11.67% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $8,049 | $2,735+194.3% | $3,722+116.3% | $2,565+213.8% |
| Participant deferral / active EE | $3,361 | $3,467-3.1% | $4,653-27.8% | $3,952-15.0% |
| Admin fee / account holder | $5,692 | $5,469+4.1% | $6,752-15.7% | $6,260-9.1% |