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 | $45,328 | $63,346-28.4% | $92,233-50.9% | $70,131-35.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.93% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,982 | $2,471+101.6% | $3,679+35.4% | $2,342+112.7% |
| Participant deferral / active EE | $2,922 | $2,854+2.4% | $3,897-25.0% | $3,332-12.3% |
| Admin fee / account holder | $10,142 | $3,840+164.1% | $5,194+95.3% | $4,645+118.3% |