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 | $59,468 | $100,773-41.0% | $88,946-33.1% | $142,382-58.2% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 15.65% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,174 | $2,918+43.0% | $2,555+63.4% | $4,299-2.9% |
| Participant deferral / active EE | $6,641 | $5,230+27.0% | $4,581+45.0% | $6,507+2.1% |
| Admin fee / account holder | $1,694 | $9,693-82.5% | $8,261-79.5% | $12,624-86.6% |