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 | $75,294 | $112,096-32.8% | $95,952-21.5% | $158,922-52.6% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 22.56% | 171.09%-148.5pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,500 | $3,198-53.1% | $2,541-41.0% | $4,761-68.5% |
| Participant deferral / active EE | $7,668 | $4,784+60.3% | $4,167+84.0% | $5,982+28.2% |
| Admin fee / account holder | $838 | $10,130-91.7% | $6,795-87.7% | $11,246-92.5% |