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 | $97,125-38.8% | $86,233-31.0% | $137,256-56.7% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.0%+26.0pp | 80.0%+15.0pp |
| Annual return | 15.65% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,174 | $2,841+46.9% | $2,504+66.7% | $4,156+0.4% |
| Participant deferral / active EE | $6,641 | $5,180+28.2% | $4,559+45.7% | $6,407+3.7% |
| Admin fee / account holder | $1,694 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |