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 | $51,707 | $111,724-53.7% | $93,606-44.8% | $145,922-64.6% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 10.50% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,884 | $3,090-39.0% | $2,420-22.2% | $4,660-59.6% |
| Participant deferral / active EE | $3,343 | $4,912-31.9% | $4,411-24.2% | $6,688-50.0% |
| Admin fee / account holder | $9,039 | $10,250-11.8% | $8,285+9.1% | $13,397-32.5% |