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 | $63,545 | $114,047-44.3% | $96,139-33.9% | $167,490-62.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 8.81% | 189.88%-181.1pp | 191.94%-183.1pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,910 | $3,427-15.1% | $2,797+4.0% | $4,837-39.9% |
| Participant deferral / active EE | $6,693 | $5,194+28.9% | $4,349+53.9% | $6,341+5.5% |
| Admin fee / account holder | $846 | $6,897-87.7% | $5,537-84.7% | $12,309-93.1% |