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 | $30,267 | $103,376-70.7% | $87,100-65.3% | $152,861-80.2% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 87.40% | 28.10%+59.3pp | 28.19%+59.2pp | 345.32%-257.9pp |
| Employer contribution / active EE | $2,525 | $3,220-21.6% | $2,521+0.2% | $4,762-47.0% |
| Participant deferral / active EE | $8,251 | $4,778+72.7% | $4,049+103.8% | $5,850+41.0% |
| Admin fee / account holder | $478 | $12,205-96.1% | $7,497-93.6% | $11,596-95.9% |