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 | $61,450 | $105,181-41.6% | $159,436-61.5% | $85,850-28.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 23.96% | 45.07%-21.1pp | 263.57%-239.6pp | 318.53%-294.6pp |
| Employer contribution / active EE | $5,840 | $3,318+76.0% | $4,829+20.9% | $2,565+127.7% |
| Participant deferral / active EE | $7,531 | $5,945+26.7% | $7,352+2.4% | $3,952+90.6% |
| Admin fee / account holder | $4,753 | $6,933-31.4% | $10,799-56.0% | $6,260-24.1% |