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 | $54,449 | $96,484-43.6% | $75,886-28.2% | $152,861-64.4% |
| Participation rate | 95.0% | 76.2%+18.8pp | 69.3%+25.7pp | 82.4%+12.6pp |
| Annual return | 18.16% | 33.98%-15.8pp | 30.76%-12.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,634 | $3,309-20.4% | $2,500+5.3% | $4,762-44.7% |
| Participant deferral / active EE | $7,909 | $4,553+73.7% | $3,603+119.5% | $5,850+35.2% |
| Admin fee / account holder | $4,647 | $8,078-42.5% | $5,418-14.2% | $11,596-59.9% |