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 | $59,333 | $105,998-44.0% | $92,233-35.7% | $147,584-59.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.70% | 50.05%-34.3pp | 176.28%-160.6pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,153 | $4,333-27.2% | $3,679-14.3% | $4,876-35.3% |
| Participant deferral / active EE | $7,596 | $4,478+69.6% | $3,897+94.9% | $5,439+39.7% |
| Admin fee / account holder | $6,472 | $6,332+2.2% | $5,194+24.6% | $10,885-40.5% |