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 | $80,075 | $89,355-10.4% | $141,162-43.3% | $72,985+9.7% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 28.50% | 111.85%-83.3pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $10,391 | $3,114+233.7% | $4,735+119.5% | $2,440+325.9% |
| Participant deferral / active EE | $10,014 | $5,418+84.8% | $6,709+49.3% | $3,607+177.6% |
| Admin fee / account holder | $2,729 | $5,958-54.2% | $10,261-73.4% | $5,124-46.7% |