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 | $46,673 | $116,175-59.8% | $93,606-50.1% | $152,861-69.5% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 17.91% | 35.96%-18.1pp | 32.76%-14.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $4,071 | $3,218+26.5% | $2,718+49.8% | $4,762-14.5% |
| Participant deferral / active EE | $3,205 | $4,603-30.4% | $4,069-21.2% | $5,850-45.2% |
| Admin fee / account holder | $23,961 | $10,748+122.9% | $7,888+203.8% | $11,596+106.6% |