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 | $76,489 | $102,966-25.7% | $90,281-15.3% | $152,861-50.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 14.66% | 95.16%-80.5pp | 78.10%-63.4pp | 345.32%-330.7pp |
| Employer contribution / active EE | $3,375 | $3,139+7.5% | $2,854+18.2% | $4,762-29.1% |
| Participant deferral / active EE | $6,076 | $4,281+41.9% | $3,885+56.4% | $5,850+3.9% |
| Admin fee / account holder | $16,076 | $6,171+160.5% | $5,351+200.4% | $11,596+38.6% |