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 | $58,179 | $73,933-21.3% | $96,683-39.8% | $75,163-22.6% |
| Participation rate | 91.0% | 66.4%+24.6pp | 74.3%+16.7pp | 67.2%+23.8pp |
| Annual return | 17.47% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $10,436 | $2,928+256.5% | $3,737+179.3% | $2,670+290.9% |
| Participant deferral / active EE | $3,082 | $3,659-15.8% | $4,878-36.8% | $4,125-25.3% |
| Admin fee / account holder | $5,690 | $5,216+9.1% | $6,730-15.4% | $5,651+0.7% |