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 | $43,655 | $99,957-56.3% | $149,696-70.8% | $73,488-40.6% |
| Participation rate | 72.3% | 75.7%-3.4pp | 82.5%-10.2pp | 70.7%+1.6pp |
| Annual return | 27.96% | 53.87%-25.9pp | 276.60%-248.6pp | 28.51%-0.6pp |
| Employer contribution / active EE | $4,358 | $3,191+36.6% | $4,644-6.2% | $2,270+92.0% |
| Participant deferral / active EE | $5,297 | $6,073-12.8% | $6,842-22.6% | $3,740+41.7% |
| Admin fee / account holder | $542 | $551-1.6% | $9,309-94.2% | $513+5.7% |