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 | $45,053 | $99,652-54.8% | $78,778-42.8% | $147,584-69.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 157.73% | 47.28%+110.4pp | 35.62%+122.1pp | 578.55%-420.8pp |
| Employer contribution / active EE | $1,547 | $2,796-44.7% | $1,986-22.1% | $4,876-68.3% |
| Participant deferral / active EE | $3,541 | $3,664-3.3% | $2,958+19.7% | $5,439-34.9% |
| Admin fee / account holder | $591 | $7,155-91.7% | $5,134-88.5% | $10,885-94.6% |