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 | $54,147 | $98,750-45.2% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 81.0% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 59.76% | 27.43%+32.3pp | 276.60%-216.8pp | 31.71%+28.1pp |
| Employer contribution / active EE | $2,584 | $3,216-19.7% | $4,644-44.4% | $2,471+4.6% |
| Participant deferral / active EE | $4,857 | $5,680-14.5% | $6,842-29.0% | $3,740+29.9% |
| Admin fee / account holder | $512 | $6,053-91.5% | $9,309-94.5% | $5,306-90.3% |