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 | $36,610 | $107,934-66.1% | $91,989-60.2% | $152,861-76.0% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 26.36% | 89.24%-62.9pp | 69.02%-42.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $8,462 | $4,210+101.0% | $3,452+145.1% | $4,762+77.7% |
| Participant deferral / active EE | $4,890 | $6,364-23.2% | $5,923-17.4% | $5,850-16.4% |
| Admin fee / account holder | $580 | $10,520-94.5% | $7,743-92.5% | $11,596-95.0% |