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 | $79,251 | $98,750-19.7% | $149,696-47.1% | $79,858-0.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 19.12% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,653 | $3,216-17.5% | $4,644-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $7,439 | $5,680+31.0% | $6,842+8.7% | $3,740+98.9% |
| Admin fee / account holder | $17,701 | $6,053+192.5% | $9,309+90.2% | $5,306+233.6% |