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 | $51,186 | $109,327-53.2% | $89,391-42.7% | $158,922-67.8% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 22.68% | 345.68%-323.0pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,837 | $3,170+21.1% | $2,586+48.4% | $4,761-19.4% |
| Participant deferral / active EE | $7,436 | $4,598+61.7% | $3,890+91.2% | $5,982+24.3% |
| Admin fee / account holder | $1,636 | $6,153-73.4% | $4,881-66.5% | $11,246-85.5% |