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 | $29,975 | $63,346-52.7% | $92,233-67.5% | $70,131-57.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.11% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,515 | $2,471-38.7% | $3,679-58.8% | $2,342-35.3% |
| Participant deferral / active EE | $3,914 | $2,854+37.1% | $3,897+0.4% | $3,332+17.5% |
| Admin fee / account holder | $483 | $3,840-87.4% | $5,194-90.7% | $4,645-89.6% |