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 | $68,185 | $100,041-31.8% | $149,718-54.5% | $70,131-2.8% |
| Participation rate | 76.4% | 83.6%-7.2pp | 87.1%-10.7pp | 69.5%+6.8pp |
| Annual return | 20.06% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,545 | $3,662-3.2% | $5,445-34.9% | $2,342+51.3% |
| Participant deferral / active EE | $6,763 | $4,983+35.7% | $6,569+3.0% | $3,332+103.0% |
| Admin fee / account holder | $1,888 | $8,286-77.2% | $11,283-83.3% | $4,645-59.4% |