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 | $65,654 | $105,181-37.6% | $159,436-58.8% | $85,850-23.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 19.13% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $4,434 | $3,318+33.6% | $4,829-8.2% | $2,565+72.8% |
| Participant deferral / active EE | $8,697 | $5,945+46.3% | $7,352+18.3% | $3,952+120.1% |
| Admin fee / account holder | $10,966 | $6,933+58.2% | $10,799+1.6% | $6,260+75.2% |