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 | $39,004 | $100,773-61.3% | $88,946-56.1% | $142,382-72.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.74% | 70.18%-45.4pp | 57.82%-33.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $5,916 | $2,918+102.8% | $2,555+131.6% | $4,299+37.6% |
| Participant deferral / active EE | $11,541 | $5,230+120.7% | $4,581+151.9% | $6,507+77.4% |
| Admin fee / account holder | $853 | $9,693-91.2% | $8,261-89.7% | $12,624-93.2% |