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 | $60,677 | $115,770-47.6% | $101,248-40.1% | $158,922-61.8% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 12.38% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,554 | $4,175-14.9% | $3,660-2.9% | $4,761-25.4% |
| Participant deferral / active EE | $10,050 | $4,957+102.7% | $4,370+130.0% | $5,982+68.0% |
| Admin fee / account holder | $984 | $7,245-86.4% | $5,945-83.5% | $11,246-91.3% |