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 | $23,647 | $107,334-78.0% | $92,893-74.5% | $152,861-84.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 26.23% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,305 | $4,221-45.4% | $3,653-36.9% | $4,762-51.6% |
| Participant deferral / active EE | $6,536 | $4,845+34.9% | $4,236+54.3% | $5,850+11.7% |
| Admin fee / account holder | $3,032 | $7,079-57.2% | $5,794-47.7% | $11,596-73.9% |