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 | $56,347 | $84,233-33.1% | $170,442-66.9% | $70,131-19.7% |
| Participation rate | 97.0% | 70.8%+26.2pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,756 | $3,387+10.9% | $5,433-30.9% | $2,342+60.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $485 | $5,698-91.5% | $13,880-96.5% | $4,645-89.6% |