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 | $56,072 | $114,381-51.0% | $107,525-47.9% | $142,382-60.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.35% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $6,371 | $4,015+58.7% | $3,754+69.7% | $4,299+48.2% |
| Participant deferral / active EE | $3,340 | $5,564-40.0% | $5,116-34.7% | $6,507-48.7% |
| Admin fee / account holder | $4,569 | $9,860-53.7% | $8,919-48.8% | $12,624-63.8% |