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 | $62,228 | $65,365-4.8% | $92,893-33.0% | $72,985-14.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.59% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,166 | $2,594+176.2% | $3,653+96.2% | $2,440+193.7% |
| Participant deferral / active EE | $4,904 | $3,128+56.7% | $4,236+15.8% | $3,607+35.9% |
| Admin fee / account holder | $1,381 | $4,251-67.5% | $5,794-76.2% | $5,124-73.1% |