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 | $55,880 | $107,934-48.2% | $91,989-39.3% | $152,861-63.4% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 20.62% | 89.24%-68.6pp | 69.02%-48.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $6,468 | $4,210+53.6% | $3,452+87.4% | $4,762+35.8% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $385 | $10,520-96.3% | $7,743-95.0% | $11,596-96.7% |