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 | $59,134 | $107,334-44.9% | $92,893-36.3% | $152,861-61.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 27.09% | 145.58%-118.5pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,897 | $4,221-31.4% | $3,653-20.7% | $4,762-39.2% |
| Participant deferral / active EE | $4,333 | $4,845-10.6% | $4,236+2.3% | $5,850-25.9% |
| Admin fee / account holder | $14,112 | $7,079+99.3% | $5,794+143.6% | $11,596+21.7% |