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 | $53,853 | $115,770-53.5% | $101,248-46.8% | $158,922-66.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.66% | 56.14%-40.5pp | 46.47%-30.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $9,709 | $4,175+132.6% | $3,660+165.3% | $4,761+103.9% |
| Participant deferral / active EE | $3,731 | $4,957-24.7% | $4,370-14.6% | $5,982-37.6% |
| Admin fee / account holder | $1,094 | $7,245-84.9% | $5,945-81.6% | $11,246-90.3% |