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 | $50,456 | $112,096-55.0% | $95,952-47.4% | $158,922-68.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 16.11% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,452 | $3,198+70.5% | $2,541+114.6% | $4,761+14.5% |
| Participant deferral / active EE | $3,814 | $4,784-20.3% | $4,167-8.5% | $5,982-36.2% |
| Admin fee / account holder | $2,564 | $10,130-74.7% | $6,795-62.3% | $11,246-77.2% |