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 | $60,648 | $107,015-43.3% | $73,545-17.5% | $147,584-58.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 19.58% | 38.25%-18.7pp | -15.16%+34.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,148 | $1,760+22.1% | $1,219+76.2% | $4,876-55.9% |
| Participant deferral / active EE | $11,339 | $2,462+360.6% | $1,806+527.9% | $5,439+108.5% |
| Admin fee / account holder | $668 | $3,055-78.1% | $2,320-71.2% | $10,885-93.9% |