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 | $55,993 | $84,233-33.5% | $170,442-67.1% | $70,131-20.2% |
| Participation rate | 88.1% | 70.8%+17.3pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $19,048 | $3,387+462.4% | $5,433+250.6% | $2,342+713.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,999 | $5,698-29.8% | $13,880-71.2% | $4,645-13.9% |