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 | $62,300 | $165,912-62.5% | $122,332-49.1% | $147,584-57.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.31% | 34.55%-21.2pp | 30.27%-17.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,955 | $5,754-48.7% | $4,050-27.1% | $4,876-39.4% |
| Participant deferral / active EE | $3,541 | $4,005-11.6% | $3,287+7.7% | $5,439-34.9% |
| Admin fee / account holder | $2,306 | $7,424-68.9% | $5,478-57.9% | $10,885-78.8% |