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 | $55,817 | $104,907-46.8% | $84,611-34.0% | $152,861-63.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.39% | 373.79%-356.4pp | 258.74%-241.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,743 | $3,302-47.2% | $2,652-34.3% | $4,762-63.4% |
| Participant deferral / active EE | $2,000 | $4,688-57.3% | $3,899-48.7% | $5,850-65.8% |
| Admin fee / account holder | $775 | $6,241-87.6% | $4,912-84.2% | $11,596-93.3% |