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 | $40,764 | $102,966-60.4% | $90,281-54.8% | $152,861-73.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 26.01% | 95.16%-69.1pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,279 | $3,139+4.5% | $2,854+14.9% | $4,762-31.1% |
| Participant deferral / active EE | $13,584 | $4,281+217.3% | $3,885+249.6% | $5,850+132.2% |
| Admin fee / account holder | $857 | $6,171-86.1% | $5,351-84.0% | $11,596-92.6% |