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 | $62,862 | $91,552-31.3% | $133,956-53.1% | $79,858-21.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 25.83% | 61.85%-36.0pp | 45.09%-19.3pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,675 | $2,384+54.2% | $3,919-6.2% | $2,471+48.7% |
| Participant deferral / active EE | $8,351 | $3,733+123.7% | $5,048+65.4% | $3,740+123.3% |
| Admin fee / account holder | $7,252 | $6,321+14.7% | $8,927-18.8% | $5,306+36.7% |