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 | $66,429 | $78,705-15.6% | $117,854-43.6% | $70,131-5.3% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 17.63% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,101 | $2,223-50.5% | $3,786-70.9% | $2,342-53.0% |
| Participant deferral / active EE | $5,296 | $3,297+60.6% | $4,482+18.2% | $3,332+59.0% |
| Admin fee / account holder | $5,170 | $5,065+2.1% | $8,020-35.5% | $4,645+11.3% |