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 | $56,826 | $83,337-31.8% | $67,834-16.2% | $273,961-79.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 6.87% | 259.45%-252.6pp | 138.47%-131.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,157 | $3,287+56.9% | $2,403+114.6% | $4,869+5.9% |
| Participant deferral / active EE | $5,158 | $4,088+26.2% | $3,160+63.2% | $5,287-2.4% |
| Admin fee / account holder | $470 | $6,752-93.0% | $4,622-89.8% | $10,132-95.4% |