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 | $55,372 | $89,355-38.0% | $141,162-60.8% | $72,985-24.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 28.46% | 111.85%-83.4pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $7,544 | $3,114+142.2% | $4,735+59.3% | $2,440+209.2% |
| Participant deferral / active EE | $6,985 | $5,418+28.9% | $6,709+4.1% | $3,607+93.6% |
| Admin fee / account holder | $2,955 | $5,958-50.4% | $10,261-71.2% | $5,124-42.3% |