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 | $77,834 | $102,616-24.2% | $81,983-5.1% | $158,922-51.0% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 11.34% | 61.04%-49.7pp | 41.31%-30.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,083 | $3,240-35.7% | $2,498-16.6% | $4,761-56.2% |
| Participant deferral / active EE | $9,398 | $4,648+102.2% | $3,722+152.5% | $5,982+57.1% |
| Admin fee / account holder | $23,864 | $8,235+189.8% | $5,664+321.4% | $11,246+112.2% |