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 | $62,202 | $107,334-42.0% | $92,893-33.0% | $152,861-59.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 14.00% | 145.58%-131.6pp | 109.41%-95.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,735 | $4,221-11.5% | $3,653+2.3% | $4,762-21.6% |
| Participant deferral / active EE | $2,961 | $4,845-38.9% | $4,236-30.1% | $5,850-49.4% |
| Admin fee / account holder | $834 | $7,079-88.2% | $5,794-85.6% | $11,596-92.8% |