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 | $66,547 | $112,881-41.0% | $90,951-26.8% | $158,922-58.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 5.90% | 215.79%-209.9pp | 134.60%-128.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,019 | $2,893-64.8% | $2,122-52.0% | $4,761-78.6% |
| Participant deferral / active EE | $8,148 | $4,128+97.4% | $3,373+141.6% | $5,982+36.2% |
| Admin fee / account holder | $2,160 | $8,041-73.1% | $5,959-63.8% | $11,246-80.8% |