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 | $60,220 | $110,502-45.5% | $80,716-25.4% | $167,490-64.0% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 15.65% | 120.54%-104.9pp | 87.28%-71.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,240 | $1,543-19.6% | $1,160+6.9% | $4,837-74.4% |
| Participant deferral / active EE | $5,869 | $2,871+104.4% | $2,146+173.5% | $6,341-7.4% |
| Admin fee / account holder | $2,442 | $4,545-46.3% | $3,380-27.8% | $12,309-80.2% |