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 | $84,980 | $70,669+20.3% | $169,368-49.8% | $75,163+13.1% |
| Participation rate | 75.5% | 64.8%+10.7pp | 77.1%-1.7pp | 67.2%+8.3pp |
| Annual return | 20.81% | 36.36%-15.5pp | 405.60%-384.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,087 | $2,211-5.6% | $4,013-48.0% | $2,670-21.8% |
| Participant deferral / active EE | $5,380 | $4,311+24.8% | $6,221-13.5% | $4,125+30.4% |
| Admin fee / account holder | $3,004 | $5,402-44.4% | $9,003-66.6% | $5,651-46.8% |