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 | $51,179 | $98,750-48.2% | $149,696-65.8% | $79,858-35.9% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 23.03% | 27.43%-4.4pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $4,671 | $3,216+45.2% | $4,644+0.6% | $2,471+89.0% |
| Participant deferral / active EE | $10,616 | $5,680+86.9% | $6,842+55.2% | $3,740+183.9% |
| Admin fee / account holder | $722 | $6,053-88.1% | $9,309-92.2% | $5,306-86.4% |