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 | $60,275 | $99,652-39.5% | $78,778-23.5% | $147,584-59.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 17.46% | 47.28%-29.8pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $821 | $2,796-70.6% | $1,986-58.6% | $4,876-83.2% |
| Participant deferral / active EE | $6,525 | $3,664+78.1% | $2,958+120.6% | $5,439+20.0% |
| Admin fee / account holder | $5,013 | $7,155-29.9% | $5,134-2.4% | $10,885-53.9% |