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 | $43,956 | $112,881-61.1% | $90,951-51.7% | $158,922-72.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.17% | 215.79%-195.6pp | 134.60%-114.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $6,834 | $2,893+136.2% | $2,122+222.1% | $4,761+43.5% |
| Participant deferral / active EE | $4,132 | $4,128+0.1% | $3,373+22.5% | $5,982-30.9% |
| Admin fee / account holder | $626 | $8,041-92.2% | $5,959-89.5% | $11,246-94.4% |