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 | $49,589 | $98,750-49.8% | $149,696-66.9% | $79,858-37.9% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 30.63% | 27.43%+3.2pp | 276.60%-246.0pp | 31.71%-1.1pp |
| Employer contribution / active EE | $4,709 | $3,216+46.4% | $4,644+1.4% | $2,471+90.6% |
| Participant deferral / active EE | $6,450 | $5,680+13.6% | $6,842-5.7% | $3,740+72.5% |
| Admin fee / account holder | $3,955 | $6,053-34.6% | $9,309-57.5% | $5,306-25.5% |