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 | $40,719 | $65,409-37.7% | $98,442-58.6% | $85,850-52.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.96% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,200 | $2,168+1.5% | $2,960-25.7% | $2,565-14.2% |
| Participant deferral / active EE | $4,933 | $3,166+55.8% | $4,276+15.3% | $3,952+24.8% |
| Admin fee / account holder | $654 | $4,593-85.8% | $5,949-89.0% | $6,260-89.6% |