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 | $58,872 | $97,125-39.4% | $86,233-31.7% | $137,256-57.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 42.89% | 74.19%-31.3pp | 61.39%-18.5pp | 220.34%-177.4pp |
| Employer contribution / active EE | $1,408 | $2,841-50.4% | $2,504-43.8% | $4,156-66.1% |
| Participant deferral / active EE | $6,838 | $5,180+32.0% | $4,559+50.0% | $6,407+6.7% |
| Admin fee / account holder | $755 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |