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 | $79,911 | $64,324+24.2% | $118,925-32.8% | $79,858+0.1% |
| Participation rate | 83.3% | 64.9%+18.5pp | 75.4%+8.0pp | 69.6%+13.7pp |
| Annual return | 23.60% | 86.45%-62.8pp | 35.88%-12.3pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,161 | $1,836+72.1% | $3,263-3.1% | $2,471+27.9% |
| Participant deferral / active EE | $4,450 | $2,824+57.6% | $4,265+4.3% | $3,740+19.0% |
| Admin fee / account holder | $13,171 | $4,040+226.0% | $6,581+100.1% | $5,306+148.2% |