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 | $24,272 | $90,348-73.1% | $75,972-68.1% | $145,922-83.4% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.1%+9.2pp | 80.3%-2.0pp |
| Annual return | 12.61% | 620.88%-608.3pp | 359.55%-346.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,677 | $3,311+11.0% | $2,685+36.9% | $4,660-21.1% |
| Participant deferral / active EE | $6,917 | $5,162+34.0% | $4,255+62.6% | $6,688+3.4% |
| Admin fee / account holder | $9,185 | $8,467+8.5% | $6,467+42.0% | $13,397-31.4% |