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 | $66,336 | $53,516+24.0% | $126,539-47.6% | $84,808-21.8% |
| Participation rate | 73.3% | 58.2%+15.1pp | 69.8%+3.5pp | 68.3%+5.0pp |
| Annual return | 16.10% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,766 | $1,535+15.0% | $3,674-51.9% | $2,631-32.9% |
| Participant deferral / active EE | $4,328 | $2,671+62.0% | $4,083+6.0% | $4,212+2.8% |
| Admin fee / account holder | $923 | $4,497-79.5% | $6,065-84.8% | $7,344-87.4% |