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 | $59,298 | $98,750-40.0% | $149,696-60.4% | $79,858-25.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,552 | $3,216+41.5% | $4,644-2.0% | $2,471+84.2% |
| Participant deferral / active EE | $9,883 | $5,680+74.0% | $6,842+44.4% | $3,740+164.2% |
| Admin fee / account holder | $3,956 | $6,053-34.6% | $9,309-57.5% | $5,306-25.4% |