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 | $57,780 | $107,334-46.2% | $92,893-37.8% | $152,861-62.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.06% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,205 | $4,221-47.8% | $3,653-39.6% | $4,762-53.7% |
| Participant deferral / active EE | $5,382 | $4,845+11.1% | $4,236+27.1% | $5,850-8.0% |
| Admin fee / account holder | $1,469 | $7,079-79.2% | $5,794-74.6% | $11,596-87.3% |