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 | $73,750 | $64,324+14.7% | $118,925-38.0% | $79,858-7.6% |
| Participation rate | 96.2% | 64.9%+31.3pp | 75.4%+20.8pp | 69.6%+26.5pp |
| Annual return | 13.01% | 86.45%-73.4pp | 35.88%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,569 | $1,836+39.9% | $3,263-21.3% | $2,471+4.0% |
| Participant deferral / active EE | $6,367 | $2,824+125.5% | $4,265+49.3% | $3,740+70.2% |
| Admin fee / account holder | $3,608 | $4,040-10.7% | $6,581-45.2% | $5,306-32.0% |