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 | $75,026 | $115,770-35.2% | $101,248-25.9% | $158,922-52.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 29.15% | 56.14%-27.0pp | 46.47%-17.3pp | 302.83%-273.7pp |
| Employer contribution / active EE | $2,501 | $4,175-40.1% | $3,660-31.6% | $4,761-47.5% |
| Participant deferral / active EE | $7,536 | $4,957+52.0% | $4,370+72.4% | $5,982+26.0% |
| Admin fee / account holder | $626 | $7,245-91.4% | $5,945-89.5% | $11,246-94.4% |