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 | $24,054 | $70,428-65.8% | $96,562-75.1% | $85,850-72.0% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 13.13% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,562 | $1,413+81.3% | $2,356+8.7% | $2,565-0.1% |
| Participant deferral / active EE | $5,122 | $2,894+77.0% | $3,849+33.1% | $3,952+29.6% |
| Admin fee / account holder | $798 | $4,997-84.0% | $6,181-87.1% | $6,260-87.3% |