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 | $51,727 | $117,381-55.9% | $99,443-48.0% | $152,861-66.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.34% | 31.87%-6.5pp | 30.72%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $8,760 | $3,013+190.8% | $2,540+244.9% | $4,762+83.9% |
| Participant deferral / active EE | $13,318 | $4,086+226.0% | $3,619+268.0% | $5,850+127.7% |
| Admin fee / account holder | $537 | $7,631-93.0% | $6,250-91.4% | $11,596-95.4% |