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 | $58,701 | $99,918-41.3% | $81,382-27.9% | $145,922-59.8% |
| Participation rate | 73.3% | 74.2%-0.8pp | 69.5%+3.8pp | 80.3%-6.9pp |
| Annual return | 17.13% | 34.32%-17.2pp | 24.73%-7.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,626 | $2,978+55.4% | $2,463+87.8% | $4,660-0.7% |
| Participant deferral / active EE | $10,952 | $4,605+137.8% | $3,883+182.1% | $6,688+63.8% |
| Admin fee / account holder | $8,413 | $8,212+2.4% | $5,768+45.8% | $13,397-37.2% |