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 | $59,893 | $98,750-39.3% | $149,696-60.0% | $79,858-25.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 20.13% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $5,746 | $3,216+78.6% | $4,644+23.7% | $2,471+132.5% |
| Participant deferral / active EE | $3,862 | $5,680-32.0% | $6,842-43.5% | $3,740+3.3% |
| Admin fee / account holder | $1,742 | $6,053-71.2% | $9,309-81.3% | $5,306-67.2% |