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 | $52,144 | $105,931-50.8% | $81,930-36.4% | $158,922-67.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.70% | 38.17%-22.5pp | 29.49%-13.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,095 | $7,800-73.1% | $4,310-51.4% | $4,761-56.0% |
| Participant deferral / active EE | $7,209 | $13,003-44.6% | $7,107+1.4% | $5,982+20.5% |
| Admin fee / account holder | $669 | $8,489-92.1% | $5,158-87.0% | $11,246-94.0% |