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 | $62,216 | $95,416-34.8% | $185,823-66.5% | $85,850-27.5% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.2pp |
| Annual return | 15.77% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $5,460 | $3,314+64.8% | $5,167+5.7% | $2,565+112.8% |
| Participant deferral / active EE | $6,252 | $3,423+82.6% | $5,568+12.3% | $3,952+58.2% |
| Admin fee / account holder | $2,007 | $7,213-72.2% | $16,237-87.6% | $6,260-67.9% |