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 | $42,255 | $53,516-21.0% | $126,539-66.6% | $84,808-50.2% |
| Participation rate | 97.4% | 58.2%+39.2pp | 69.8%+27.6pp | 68.3%+29.1pp |
| Annual return | 17.75% | 58.34%-40.6pp | 425.95%-408.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,707 | $1,535+11.2% | $3,674-53.6% | $2,631-35.1% |
| Participant deferral / active EE | $4,548 | $2,671+70.3% | $4,083+11.4% | $4,212+8.0% |
| Admin fee / account holder | $1,028 | $4,497-77.1% | $6,065-83.0% | $7,344-86.0% |