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 | $65,992 | $48,046+37.3% | $84,611-22.0% | $72,985-9.6% |
| Participation rate | 92.0% | 57.6%+34.4pp | 68.2%+23.8pp | 69.5%+22.5pp |
| Annual return | 24.20% | 37.38%-13.2pp | 258.74%-234.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,468 | $1,602-8.3% | $2,652-44.6% | $2,440-39.8% |
| Participant deferral / active EE | $4,158 | $2,680+55.1% | $3,899+6.6% | $3,607+15.3% |
| Admin fee / account holder | $1,479 | $3,395-56.4% | $4,912-69.9% | $5,124-71.1% |