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 | $53,830 | $227,553-76.3% | $189,557-71.6% | $167,490-67.9% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 9.77% | 78.40%-68.6pp | 64.17%-54.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,487 | $5,316-53.2% | $4,412-43.6% | $4,837-48.6% |
| Participant deferral / active EE | $6,369 | $7,002-9.0% | $6,174+3.2% | $6,341+0.4% |
| Admin fee / account holder | $751 | $11,878-93.7% | $9,807-92.3% | $12,309-93.9% |