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 | $50,985 | $98,750-48.4% | $149,696-65.9% | $79,858-36.2% |
| Participation rate | 82.5% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+12.9pp |
| Annual return | 41.70% | 27.43%+14.3pp | 276.60%-234.9pp | 31.71%+10.0pp |
| Employer contribution / active EE | $2,371 | $3,216-26.3% | $4,644-48.9% | $2,471-4.0% |
| Participant deferral / active EE | $7,640 | $5,680+34.5% | $6,842+11.7% | $3,740+104.3% |
| Admin fee / account holder | $1,175 | $6,053-80.6% | $9,309-87.4% | $5,306-77.9% |