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 | $68,639 | $89,355-23.2% | $141,162-51.4% | $72,985-6.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 46.58% | 111.85%-65.3pp | 71.39%-24.8pp | 81.00%-34.4pp |
| Employer contribution / active EE | $2,312 | $3,114-25.8% | $4,735-51.2% | $2,440-5.2% |
| Participant deferral / active EE | $6,976 | $5,418+28.8% | $6,709+4.0% | $3,607+93.4% |
| Admin fee / account holder | $426 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |