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 | $57,397 | $70,428-18.5% | $96,562-40.6% | $85,850-33.1% |
| Participation rate | 79.1% | 61.8%+17.3pp | 69.8%+9.3pp | 69.3%+9.8pp |
| Annual return | 20.54% | 18.59%+2.0pp | 37.78%-17.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,120 | $1,413+50.1% | $2,356-10.0% | $2,565-17.3% |
| Participant deferral / active EE | $4,314 | $2,894+49.1% | $3,849+12.1% | $3,952+9.2% |
| Admin fee / account holder | $9,865 | $4,997+97.4% | $6,181+59.6% | $6,260+57.6% |