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 | $57,132 | $156,846-63.6% | $121,098-52.8% | $139,434-59.0% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 12.91% | 1474.56%-1461.6pp | 985.75%-972.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,112 | $5,536-79.9% | $4,164-73.3% | $4,751-76.6% |
| Participant deferral / active EE | $6,268 | $4,844+29.4% | $4,080+53.6% | $6,710-6.6% |
| Admin fee / account holder | $676 | $6,946-90.3% | $5,644-88.0% | $11,403-94.1% |