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 | $56,463 | $64,324-12.2% | $118,925-52.5% | $79,858-29.3% |
| Participation rate | 90.7% | 64.9%+25.8pp | 75.4%+15.3pp | 69.6%+21.1pp |
| Annual return | 11.34% | 86.45%-75.1pp | 35.88%-24.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,836 | $1,836+163.4% | $3,263+48.2% | $2,471+95.7% |
| Participant deferral / active EE | $4,513 | $2,824+59.8% | $4,265+5.8% | $3,740+20.7% |
| Admin fee / account holder | $11,084 | $4,040+174.4% | $6,581+68.4% | $5,306+108.9% |