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 | $60,817 | $107,934-43.7% | $91,989-33.9% | $152,861-60.2% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 25.10% | 89.24%-64.1pp | 69.02%-43.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,228 | $4,210-70.8% | $3,452-64.4% | $4,762-74.2% |
| Participant deferral / active EE | $6,041 | $6,364-5.1% | $5,923+2.0% | $5,850+3.3% |
| Admin fee / account holder | $2,747 | $10,520-73.9% | $7,743-64.5% | $11,596-76.3% |