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 | $55,012 | $98,750-44.3% | $149,696-63.3% | $79,858-31.1% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 68.84% | 27.43%+41.4pp | 276.60%-207.8pp | 31.71%+37.1pp |
| Employer contribution / active EE | $3,350 | $3,216+4.1% | $4,644-27.9% | $2,471+35.6% |
| Participant deferral / active EE | $11,229 | $5,680+97.7% | $6,842+64.1% | $3,740+200.2% |
| Admin fee / account holder | $5,505 | $6,053-9.0% | $9,309-40.9% | $5,306+3.7% |