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 | $52,758 | $102,616-48.6% | $81,983-35.6% | $158,922-66.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 13.86% | 61.04%-47.2pp | 41.31%-27.4pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,198 | $3,240-32.2% | $2,498-12.0% | $4,761-53.8% |
| Participant deferral / active EE | $5,536 | $4,648+19.1% | $3,722+48.7% | $5,982-7.5% |
| Admin fee / account holder | $409 | $8,235-95.0% | $5,664-92.8% | $11,246-96.4% |