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 | $60,975 | $70,669-13.7% | $169,368-64.0% | $75,163-18.9% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.1%+11.3pp | 67.2%+21.3pp |
| Annual return | 22.47% | 36.36%-13.9pp | 405.60%-383.1pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,940 | $2,211+78.2% | $4,013-1.8% | $2,670+47.6% |
| Participant deferral / active EE | $4,857 | $4,311+12.7% | $6,221-21.9% | $4,125+17.7% |
| Admin fee / account holder | $4,493 | $5,402-16.8% | $9,003-50.1% | $5,651-20.5% |