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 | $42,395 | $90,348-53.1% | $75,972-44.2% | $145,922-70.9% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.1%+8.2pp | 80.3%-3.0pp |
| Annual return | 10.68% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,831 | $3,311-44.7% | $2,685-31.8% | $4,660-60.7% |
| Participant deferral / active EE | $3,777 | $5,162-26.8% | $4,255-11.3% | $6,688-43.5% |
| Admin fee / account holder | $8,263 | $8,467-2.4% | $6,467+27.8% | $13,397-38.3% |