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 | $50,298 | $115,770-56.6% | $101,248-50.3% | $158,922-68.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 20.34% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $7,139 | $4,175+71.0% | $3,660+95.1% | $4,761+49.9% |
| Participant deferral / active EE | $6,248 | $4,957+26.0% | $4,370+43.0% | $5,982+4.4% |
| Admin fee / account holder | $2,250 | $7,245-68.9% | $5,945-62.2% | $11,246-80.0% |