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 | $29,646 | $72,012-58.8% | $185,823-84.0% | $79,858-62.9% |
| Participation rate | 92.6% | 65.8%+26.8pp | 78.0%+14.6pp | 69.6%+23.0pp |
| Annual return | 14.91% | 23.12%-8.2pp | 35.95%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $11,111 | $1,965+465.6% | $4,087+171.8% | $2,471+349.7% |
| Participant deferral / active EE | $4,106 | $3,779+8.7% | $5,632-27.1% | $3,740+9.8% |
| Admin fee / account holder | $3,258 | $4,513-27.8% | $9,500-65.7% | $5,306-38.6% |