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 | $63,476 | $115,708-45.1% | $65,255-2.7% | $139,434-54.5% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 22.57% | 31.19%-8.6pp | 47.35%-24.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,383 | $2,599-8.3% | $1,691+40.9% | $4,751-49.8% |
| Participant deferral / active EE | $6,745 | $4,240+59.1% | $2,831+138.2% | $6,710+0.5% |
| Admin fee / account holder | $302 | $6,698-95.5% | $4,112-92.7% | $11,403-97.3% |