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 | $51,698 | $152,587-66.1% | $125,175-58.7% | $152,861-66.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 26.81% | 54.84%-28.0pp | 43.79%-17.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $9,095 | $4,946+83.9% | $3,865+135.3% | $4,762+91.0% |
| Participant deferral / active EE | $6,328 | $5,868+7.8% | $4,937+28.2% | $5,850+8.2% |
| Admin fee / account holder | $2,069 | $13,434-84.6% | $9,702-78.7% | $11,596-82.2% |