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 | $78,824 | $133,922-41.1% | $116,228-32.2% | $142,382-44.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 42.77% | 147.76%-105.0pp | 90.06%-47.3pp | 217.08%-174.3pp |
| Employer contribution / active EE | $5,382 | $3,446+56.2% | $2,994+79.7% | $4,299+25.2% |
| Participant deferral / active EE | $12,642 | $5,672+122.9% | $4,953+155.2% | $6,507+94.3% |
| Admin fee / account holder | $4,854 | $14,945-67.5% | $11,989-59.5% | $12,624-61.5% |