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 | $50,620 | $89,355-43.3% | $141,162-64.1% | $72,985-30.6% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 24.15% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,158 | $3,114+1.4% | $4,735-33.3% | $2,440+29.4% |
| Participant deferral / active EE | $5,420 | $5,4180% | $6,709-19.2% | $3,607+50.3% |
| Admin fee / account holder | $14,918 | $5,958+150.4% | $10,261+45.4% | $5,124+191.1% |