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 | $62,978 | $107,934-41.7% | $91,989-31.5% | $152,861-58.8% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 26.46% | 89.24%-62.8pp | 69.02%-42.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,579 | $4,210-15.0% | $3,452+3.7% | $4,762-24.8% |
| Participant deferral / active EE | $6,951 | $6,364+9.2% | $5,923+17.4% | $5,850+18.8% |
| Admin fee / account holder | $5,701 | $10,520-45.8% | $7,743-26.4% | $11,596-50.8% |