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 | $72,953 | $99,652-26.8% | $78,778-7.4% | $147,584-50.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.89% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,931 | $2,796-30.9% | $1,986-2.7% | $4,876-60.4% |
| Participant deferral / active EE | $5,226 | $3,664+42.6% | $2,958+76.7% | $5,439-3.9% |
| Admin fee / account holder | $1,421 | $7,155-80.1% | $5,134-72.3% | $10,885-86.9% |