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 | $65,140 | $89,355-27.1% | $141,162-53.9% | $72,985-10.7% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 20.65% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,673 | $3,114-14.2% | $4,735-43.5% | $2,440+9.6% |
| Participant deferral / active EE | $6,449 | $5,418+19.0% | $6,709-3.9% | $3,607+78.8% |
| Admin fee / account holder | $12,935 | $5,958+117.1% | $10,261+26.1% | $5,124+152.4% |