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 | $50,509 | $112,096-54.9% | $95,952-47.4% | $158,922-68.2% |
| Participation rate | 90.5% | 79.0%+11.5pp | 77.1%+13.4pp | 82.0%+8.5pp |
| Annual return | 13.20% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,352 | $3,198-57.7% | $2,541-46.8% | $4,761-71.6% |
| Participant deferral / active EE | $6,021 | $4,784+25.8% | $4,167+44.5% | $5,982+0.6% |
| Admin fee / account holder | $480 | $10,130-95.3% | $6,795-92.9% | $11,246-95.7% |