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 | $64,817 | $105,998-38.9% | $92,233-29.7% | $147,584-56.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 13.82% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,431 | $4,333-67.0% | $3,679-61.1% | $4,876-70.6% |
| Participant deferral / active EE | $4,613 | $4,478+3.0% | $3,897+18.4% | $5,439-15.2% |
| Admin fee / account holder | $760 | $6,332-88.0% | $5,194-85.4% | $10,885-93.0% |