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 | $32,238 | $165,984-80.6% | $164,813-80.4% | $145,922-77.9% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 13.62% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,501 | $5,273-52.6% | $4,341-42.4% | $4,660-46.3% |
| Participant deferral / active EE | $4,075 | $6,959-41.4% | $6,031-32.4% | $6,688-39.1% |
| Admin fee / account holder | $6,435 | $16,648-61.3% | $12,690-49.3% | $13,397-52.0% |