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 | $57,617 | $58,208-1.0% | $81,812-29.6% | $80,856-28.7% |
| Participation rate | 90.5% | 63.4%+27.1pp | 72.3%+18.1pp | 67.6%+22.8pp |
| Annual return | 12.86% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,345 | $2,340+85.7% | $2,912+49.2% | $2,755+57.7% |
| Participant deferral / active EE | $1,913 | $3,281-41.7% | $4,319-55.7% | $4,296-55.5% |
| Admin fee / account holder | $13,760 | $4,981+176.2% | $7,386+86.3% | $6,918+98.9% |