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 | $61,675 | $107,334-42.5% | $92,893-33.6% | $152,861-59.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 24.25% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,794 | $4,221-10.1% | $3,653+3.9% | $4,762-20.3% |
| Participant deferral / active EE | $11,385 | $4,845+135.0% | $4,236+168.8% | $5,850+94.6% |
| Admin fee / account holder | $1,190 | $7,079-83.2% | $5,794-79.5% | $11,596-89.7% |