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 | $74,303 | $98,750-24.8% | $149,696-50.4% | $79,858-7.0% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 13.88% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,351 | $3,216-26.9% | $4,644-49.4% | $2,471-4.8% |
| Participant deferral / active EE | $6,069 | $5,680+6.8% | $6,842-11.3% | $3,740+62.3% |
| Admin fee / account holder | $6,050 | $6,0530% | $9,309-35.0% | $5,306+14.0% |