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 | $55,178 | $107,934-48.9% | $91,989-40.0% | $152,861-63.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.74% | 89.24%-68.5pp | 69.02%-48.3pp | 345.32%-324.6pp |
| Employer contribution / active EE | $6,170 | $4,210+46.6% | $3,452+78.7% | $4,762+29.6% |
| Participant deferral / active EE | $5,568 | $6,364-12.5% | $5,923-6.0% | $5,850-4.8% |
| Admin fee / account holder | $646 | $10,520-93.9% | $7,743-91.7% | $11,596-94.4% |