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 | $49,417 | $64,839-23.8% | $95,585-48.3% | $84,808-41.7% |
| Participation rate | 98.9% | 63.8%+35.1pp | 72.1%+26.8pp | 68.3%+30.6pp |
| Annual return | 16.44% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,381 | $1,759+35.4% | $2,527-5.7% | $2,631-9.5% |
| Participant deferral / active EE | $4,440 | $2,965+49.8% | $4,023+10.4% | $4,212+5.4% |
| Admin fee / account holder | $1,979 | $5,964-66.8% | $6,127-67.7% | $7,344-73.0% |