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 | $48,441 | $89,355-45.8% | $141,162-65.7% | $72,985-33.6% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,358 | $3,114-24.3% | $4,735-50.2% | $2,440-3.4% |
| Participant deferral / active EE | $6,375 | $5,418+17.7% | $6,709-5.0% | $3,607+76.7% |
| Admin fee / account holder | $7,241 | $5,958+21.5% | $10,261-29.4% | $5,124+41.3% |