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 | $90,885 | $232,540-60.9% | $185,117-50.9% | $147,584-38.4% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 16.63% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,533 | $5,195-70.5% | $4,182-63.3% | $4,876-68.6% |
| Participant deferral / active EE | $5,927 | $5,834+1.6% | $5,045+17.5% | $5,439+9.0% |
| Admin fee / account holder | $536 | $10,275-94.8% | $8,159-93.4% | $10,885-95.1% |