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 | $21,736 | $99,652-78.2% | $78,778-72.4% | $147,584-85.3% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.2%+25.5pp | 82.8%+11.9pp |
| Annual return | 20.22% | 47.28%-27.1pp | 35.62%-15.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,045 | $2,796+8.9% | $1,986+53.3% | $4,876-37.6% |
| Participant deferral / active EE | $6,329 | $3,664+72.7% | $2,958+113.9% | $5,439+16.4% |
| Admin fee / account holder | $695 | $7,155-90.3% | $5,134-86.5% | $10,885-93.6% |