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 | $55,023 | $98,750-44.3% | $149,696-63.2% | $79,858-31.1% |
| Participation rate | 87.4% | 75.8%+11.6pp | 82.5%+4.9pp | 69.6%+17.7pp |
| Annual return | 31.74% | 27.43%+4.3pp | 276.60%-244.9pp | 31.71%0pp |
| Employer contribution / active EE | $1,751 | $3,216-45.6% | $4,644-62.3% | $2,471-29.1% |
| Participant deferral / active EE | $7,940 | $5,680+39.8% | $6,842+16.1% | $3,740+112.3% |
| Admin fee / account holder | $4,981 | $6,053-17.7% | $9,309-46.5% | $5,306-6.1% |