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 | $28,794 | $107,334-73.2% | $92,893-69.0% | $152,861-81.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 18.26% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,109 | $4,221-26.3% | $3,653-14.9% | $4,762-34.7% |
| Participant deferral / active EE | $7,827 | $4,845+61.5% | $4,236+84.8% | $5,850+33.8% |
| Admin fee / account holder | $429 | $7,079-93.9% | $5,794-92.6% | $11,596-96.3% |