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 | $45,770 | $102,966-55.5% | $90,281-49.3% | $152,861-70.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 26.19% | 95.16%-69.0pp | 78.10%-51.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,024 | $3,139-3.7% | $2,854+5.9% | $4,762-36.5% |
| Participant deferral / active EE | $8,644 | $4,281+101.9% | $3,885+122.5% | $5,850+47.8% |
| Admin fee / account holder | $3,883 | $6,171-37.1% | $5,351-27.4% | $11,596-66.5% |