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 | $71,687 | $102,966-30.4% | $90,281-20.6% | $152,861-53.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 26.74% | 95.16%-68.4pp | 78.10%-51.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,808 | $3,139-10.5% | $2,854-1.6% | $4,762-41.0% |
| Participant deferral / active EE | $11,428 | $4,281+166.9% | $3,885+194.1% | $5,850+95.3% |
| Admin fee / account holder | $326 | $6,171-94.7% | $5,351-93.9% | $11,596-97.2% |