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 | $80,351 | $64,324+24.9% | $118,925-32.4% | $79,858+0.6% |
| Participation rate | 88.1% | 64.9%+23.2pp | 75.4%+12.7pp | 69.6%+18.5pp |
| Annual return | 14.87% | 86.45%-71.6pp | 35.88%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,592 | $1,836-13.3% | $3,263-51.2% | $2,471-35.6% |
| Participant deferral / active EE | $4,018 | $2,824+42.3% | $4,265-5.8% | $3,740+7.4% |
| Admin fee / account holder | $1,339 | $4,040-66.9% | $6,581-79.7% | $5,306-74.8% |