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 | $45,989 | $77,813-40.9% | $123,544-62.8% | $64,186-28.3% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | 90.75% | 12.48%+78.3pp | 119.20%-28.4pp | 7.63%+83.1pp |
| Employer contribution / active EE | $3,477 | $3,014+15.4% | $4,628-24.9% | $2,381+46.1% |
| Participant deferral / active EE | $8,314 | $5,240+58.7% | $6,426+29.4% | $3,470+139.6% |
| Admin fee / account holder | $8,935 | $5,519+61.9% | $9,284-3.8% | $4,888+82.8% |