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 | $30,665 | $148,534-79.4% | $135,903-77.4% | $139,434-78.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 27.15% | 79.19%-52.0pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $7,785 | $5,243+48.5% | $4,856+60.3% | $4,751+63.9% |
| Participant deferral / active EE | $6,238 | $8,100-23.0% | $7,758-19.6% | $6,710-7.0% |
| Admin fee / account holder | $5,134 | $12,400-58.6% | $10,762-52.3% | $11,403-55.0% |