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 | $57,440 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 31.54% | 111.85%-80.3pp | 71.39%-39.9pp | 81.00%-49.5pp |
| Employer contribution / active EE | $4,317 | $3,114+38.6% | $4,735-8.8% | $2,440+76.9% |
| Participant deferral / active EE | $9,426 | $5,418+74.0% | $6,709+40.5% | $3,607+161.3% |
| Admin fee / account holder | $4,540 | $5,958-23.8% | $10,261-55.8% | $5,124-11.4% |