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 | $60,093 | $117,841-49.0% | $102,423-41.3% | $145,922-58.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.60% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,077 | $3,615+40.4% | $3,023+67.9% | $4,660+8.9% |
| Participant deferral / active EE | $9,314 | $5,731+62.5% | $5,053+84.3% | $6,688+39.3% |
| Admin fee / account holder | $537 | $13,326-96.0% | $9,451-94.3% | $13,397-96.0% |