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 | $68,205 | $107,334-36.5% | $92,893-26.6% | $152,861-55.4% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 23.46% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,775 | $4,221-10.6% | $3,653+3.3% | $4,762-20.7% |
| Participant deferral / active EE | $11,606 | $4,845+139.5% | $4,236+174.0% | $5,850+98.4% |
| Admin fee / account holder | $686 | $7,079-90.3% | $5,794-88.2% | $11,596-94.1% |