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 | $53,817 | $84,696-36.5% | $75,696-28.9% | $167,490-67.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 15.22% | 199.36%-184.1pp | 104.53%-89.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,223 | $3,230-0.2% | $2,743+17.5% | $4,837-33.4% |
| Participant deferral / active EE | $4,291 | $4,580-6.3% | $3,821+12.3% | $6,341-32.3% |
| Admin fee / account holder | $3,969 | $5,355-25.9% | $3,619+9.7% | $12,309-67.8% |