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 | $50,772 | $98,750-48.6% | $149,696-66.1% | $79,858-36.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 20.48% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,655 | $3,216-17.5% | $4,644-42.8% | $2,471+7.4% |
| Participant deferral / active EE | $4,382 | $5,680-22.9% | $6,842-36.0% | $3,740+17.2% |
| Admin fee / account holder | $554 | $6,053-90.8% | $9,309-94.0% | $5,306-89.6% |