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 | $96,493 | $115,770-16.7% | $101,248-4.7% | $158,922-39.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 21.90% | 56.14%-34.2pp | 46.47%-24.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,285 | $4,175-45.3% | $3,660-37.6% | $4,761-52.0% |
| Participant deferral / active EE | $6,458 | $4,957+30.3% | $4,370+47.8% | $5,982+8.0% |
| Admin fee / account holder | $801 | $7,245-88.9% | $5,945-86.5% | $11,246-92.9% |