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 | $55,257 | $97,125-43.1% | $86,233-35.9% | $137,256-59.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 12.59% | 74.19%-61.6pp | 61.39%-48.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,313 | $2,841+51.8% | $2,504+72.2% | $4,156+3.8% |
| Participant deferral / active EE | $9,416 | $5,180+81.8% | $4,559+106.5% | $6,407+47.0% |
| Admin fee / account holder | $4,174 | $9,725-57.1% | $8,342-50.0% | $12,270-66.0% |