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 | $69,122 | $89,355-22.6% | $141,162-51.0% | $72,985-5.3% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 20.22% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,762 | $3,114-11.3% | $4,735-41.7% | $2,440+13.2% |
| Participant deferral / active EE | $6,971 | $5,418+28.7% | $6,709+3.9% | $3,607+93.2% |
| Admin fee / account holder | $4,048 | $5,958-32.1% | $10,261-60.6% | $5,124-21.0% |