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 | $79,830 | $56,114+42.3% | $96,139-17.0% | $85,850-7.0% |
| Participation rate | 81.5% | 56.7%+24.8pp | 68.4%+13.0pp | 69.3%+12.2pp |
| Annual return | 17.24% | 42.30%-25.1pp | 191.94%-174.7pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,895 | $1,620+17.0% | $2,797-32.3% | $2,565-26.1% |
| Participant deferral / active EE | $3,762 | $2,859+31.6% | $4,349-13.5% | $3,952-4.8% |
| Admin fee / account holder | $1,554 | $3,768-58.8% | $5,537-71.9% | $6,260-75.2% |