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 | $60,125 | $115,770-48.1% | $101,248-40.6% | $158,922-62.2% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 8.71% | 56.14%-47.4pp | 46.47%-37.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,195 | $4,175-47.4% | $3,660-40.0% | $4,761-53.9% |
| Participant deferral / active EE | $4,730 | $4,957-4.6% | $4,370+8.2% | $5,982-20.9% |
| Admin fee / account holder | $583 | $7,245-91.9% | $5,945-90.2% | $11,246-94.8% |