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 | $56,137 | $95,416-41.2% | $185,823-69.8% | $85,850-34.6% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 23.95% | 23.59%+0.4pp | 122.05%-98.1pp | 318.53%-294.6pp |
| Employer contribution / active EE | $4,788 | $3,314+44.5% | $5,167-7.3% | $2,565+86.7% |
| Participant deferral / active EE | $5,338 | $3,423+55.9% | $5,568-4.1% | $3,952+35.1% |
| Admin fee / account holder | $889 | $7,213-87.7% | $16,237-94.5% | $6,260-85.8% |