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 | $45,279 | $52,279-13.4% | $89,391-49.3% | $79,858-43.3% |
| Participation rate | 85.2% | 57.5%+27.6pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | 21.93% | 22.16%-0.2pp | 245.62%-223.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,560 | $1,572+62.9% | $2,586-1.0% | $2,471+3.6% |
| Participant deferral / active EE | $8,077 | $2,740+194.7% | $3,890+107.6% | $3,740+116.0% |
| Admin fee / account holder | $8,762 | $3,356+161.1% | $4,881+79.5% | $5,306+65.1% |