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 | $57,459 | $102,966-44.2% | $90,281-36.4% | $152,861-62.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 25.75% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,582 | $3,139+77.8% | $2,854+95.5% | $4,762+17.2% |
| Participant deferral / active EE | $6,185 | $4,281+44.5% | $3,885+59.2% | $5,850+5.7% |
| Admin fee / account holder | $807 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |