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 | $30,376 | $107,934-71.9% | $91,989-67.0% | $152,861-80.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.07% | 89.24%-74.2pp | 69.02%-53.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,497 | $4,210-16.9% | $3,452+1.3% | $4,762-26.6% |
| Participant deferral / active EE | $9,162 | $6,364+44.0% | $5,923+54.7% | $5,850+56.6% |
| Admin fee / account holder | $2,642 | $10,520-74.9% | $7,743-65.9% | $11,596-77.2% |