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 | $76,146 | $115,770-34.2% | $101,248-24.8% | $158,922-52.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.00% | 56.14%-39.1pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,645 | $4,175-60.6% | $3,660-55.1% | $4,761-65.5% |
| Participant deferral / active EE | $6,625 | $4,957+33.6% | $4,370+51.6% | $5,982+10.7% |
| Admin fee / account holder | $1,280 | $7,245-82.3% | $5,945-78.5% | $11,246-88.6% |