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 | $55,466 | $98,750-43.8% | $149,696-62.9% | $79,858-30.5% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.8pp |
| Annual return | 19.98% | 27.43%-7.4pp | 276.60%-256.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $4,306 | $3,216+33.9% | $4,644-7.3% | $2,471+74.3% |
| Participant deferral / active EE | $8,998 | $5,680+58.4% | $6,842+31.5% | $3,740+140.6% |
| Admin fee / account holder | $10,297 | $6,053+70.1% | $9,309+10.6% | $5,306+94.1% |