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 | $103,779 | $53,516+93.9% | $126,539-18.0% | $84,808+22.4% |
| Participation rate | 70.4% | 58.2%+12.1pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 15.24% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,858 | $1,535+21.1% | $3,674-49.4% | $2,631-29.4% |
| Participant deferral / active EE | $4,882 | $2,671+82.8% | $4,083+19.6% | $4,212+15.9% |
| Admin fee / account holder | $667 | $4,497-85.2% | $6,065-89.0% | $7,344-90.9% |