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 | $72,520 | $155,788-53.4% | $124,672-41.8% | $167,490-56.7% |
| Participation rate | 90.5% | 81.1%+9.4pp | 74.6%+15.9pp | 82.1%+8.4pp |
| Annual return | 17.75% | 17.97%-0.2pp | 5142.93%-5125.2pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,917 | $4,163-53.9% | $3,324-42.3% | $4,837-60.4% |
| Participant deferral / active EE | $3,000 | $5,673-47.1% | $4,614-35.0% | $6,341-52.7% |
| Admin fee / account holder | $5,289 | $9,531-44.5% | $7,493-29.4% | $12,309-57.0% |