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 | $37,572 | $118,849-68.4% | $96,562-61.1% | $167,490-77.6% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 16.33% | 50.49%-34.2pp | 37.78%-21.5pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,590 | $3,120-17.0% | $2,356+9.9% | $4,837-46.5% |
| Participant deferral / active EE | $7,215 | $4,616+56.3% | $3,849+87.4% | $6,341+13.8% |
| Admin fee / account holder | $12,032 | $8,065+49.2% | $6,181+94.7% | $12,309-2.2% |