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 | $67,476 | $99,652-32.3% | $78,778-14.3% | $147,584-54.3% |
| Participation rate | 87.0% | 76.2%+10.7pp | 69.2%+17.8pp | 82.8%+4.1pp |
| Annual return | 21.19% | 47.28%-26.1pp | 35.62%-14.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,937 | $2,796-30.7% | $1,986-2.4% | $4,876-60.3% |
| Participant deferral / active EE | $5,185 | $3,664+41.5% | $2,958+75.3% | $5,439-4.7% |
| Admin fee / account holder | $447 | $7,155-93.8% | $5,134-91.3% | $10,885-95.9% |