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 | $71,193 | $85,202-16.4% | $172,739-58.8% | $72,985-2.5% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 16.52% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $9,126 | $3,324+174.5% | $5,143+77.5% | $2,440+274.1% |
| Participant deferral / active EE | $5,257 | $3,260+61.2% | $5,198+1.1% | $3,607+45.7% |
| Admin fee / account holder | $25,774 | $5,884+338.0% | $13,954+84.7% | $5,124+403.0% |