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 | $56,936 | $98,240-42.0% | $82,313-30.8% | $147,584-61.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 12.39% | 30.85%-18.5pp | 25.88%-13.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,321 | $3,192+35.4% | $2,428+77.9% | $4,876-11.4% |
| Participant deferral / active EE | $7,663 | $4,383+74.8% | $3,706+106.8% | $5,439+40.9% |
| Admin fee / account holder | $16,528 | $8,563+93.0% | $5,608+194.7% | $10,885+51.8% |