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 | $50,571 | $109,982-54.0% | $97,226-48.0% | $145,922-65.3% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 12.22% | 242.90%-230.7pp | 75.13%-62.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,075 | $3,084-32.7% | $2,729-24.0% | $4,660-55.5% |
| Participant deferral / active EE | $7,393 | $4,676+58.1% | $4,264+73.4% | $6,688+10.5% |
| Admin fee / account holder | $4,656 | $6,221-25.2% | $5,654-17.6% | $13,397-65.2% |