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 | $65,123 | $100,773-35.4% | $88,946-26.8% | $142,382-54.3% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.8%+16.2pp | 80.1%+4.9pp |
| Annual return | 14.95% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,351 | $2,918-19.4% | $2,555-8.0% | $4,299-45.3% |
| Participant deferral / active EE | $5,481 | $5,230+4.8% | $4,581+19.6% | $6,507-15.8% |
| Admin fee / account holder | $465 | $9,693-95.2% | $8,261-94.4% | $12,624-96.3% |