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 | $69,229 | $98,750-29.9% | $149,696-53.8% | $79,858-13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.27% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,416 | $3,216+37.3% | $4,644-4.9% | $2,471+78.7% |
| Participant deferral / active EE | $4,649 | $5,680-18.2% | $6,842-32.1% | $3,740+24.3% |
| Admin fee / account holder | $2,139 | $6,053-64.7% | $9,309-77.0% | $5,306-59.7% |