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 | $64,827 | $107,934-39.9% | $91,989-29.5% | $152,861-57.6% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 18.44% | 89.24%-70.8pp | 69.02%-50.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,530 | $4,210-39.9% | $3,452-26.7% | $4,762-46.9% |
| Participant deferral / active EE | $7,256 | $6,364+14.0% | $5,923+22.5% | $5,850+24.0% |
| Admin fee / account holder | $1,941 | $10,520-81.5% | $7,743-74.9% | $11,596-83.3% |