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 | $51,774 | $115,882-55.3% | $100,516-48.5% | $158,922-67.4% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 47.74% | 34.79%+12.9pp | 30.89%+16.9pp | 302.83%-255.1pp |
| Employer contribution / active EE | $8,227 | $4,103+100.5% | $3,418+140.7% | $4,761+72.8% |
| Participant deferral / active EE | $6,266 | $6,674-6.1% | $6,270-0.1% | $5,982+4.8% |
| Admin fee / account holder | $332 | $10,995-97.0% | $8,081-95.9% | $11,246-97.1% |