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 | $49,336 | $54,350-9.2% | $82,719-40.4% | $68,494-28.0% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.2pp | 67.9%+24.8pp |
| Annual return | 21.75% | -13.67%+35.4pp | 701.18%-679.4pp | -7.84%+29.6pp |
| Employer contribution / active EE | $8,355 | $2,218+276.7% | $3,009+177.7% | $2,596+221.8% |
| Participant deferral / active EE | $9,888 | $3,246+204.6% | $4,395+125.0% | $4,027+145.5% |
| Admin fee / account holder | $678 | $4,395-84.6% | $5,329-87.3% | $5,403-87.4% |