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 | $52,442 | $89,355-41.3% | $141,162-62.8% | $72,985-28.1% |
| Participation rate | 80.9% | 75.1%+5.7pp | 82.5%-1.6pp | 69.5%+11.4pp |
| Annual return | 48.35% | 111.85%-63.5pp | 71.39%-23.0pp | 81.00%-32.7pp |
| Employer contribution / active EE | $4,576 | $3,114+46.9% | $4,735-3.4% | $2,440+87.6% |
| Participant deferral / active EE | $7,701 | $5,418+42.1% | $6,709+14.8% | $3,607+113.5% |
| Admin fee / account holder | $2,329 | $5,958-60.9% | $10,261-77.3% | $5,124-54.6% |