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 | $49,347 | $99,985-50.6% | $146,665-66.4% | $85,850-42.5% |
| Participation rate | 94.5% | 73.1%+21.5pp | 80.1%+14.5pp | 69.3%+25.2pp |
| Annual return | 15.96% | 18.93%-3.0pp | 22.74%-6.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,659 | $2,559+82.1% | $4,136+12.6% | $2,565+81.6% |
| Participant deferral / active EE | $10,008 | $4,006+149.9% | $5,506+81.8% | $3,952+153.3% |
| Admin fee / account holder | $7,136 | $7,702-7.3% | $10,280-30.6% | $6,260+14.0% |