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 | $61,264 | $90,348-32.2% | $75,972-19.4% | $145,922-58.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 18.53% | 620.88%-602.3pp | 359.55%-341.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,454 | $3,311-25.9% | $2,685-8.6% | $4,660-47.3% |
| Participant deferral / active EE | $4,607 | $5,162-10.7% | $4,255+8.3% | $6,688-31.1% |
| Admin fee / account holder | $2,134 | $8,467-74.8% | $6,467-67.0% | $13,397-84.1% |