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 | $47,633 | $98,750-51.8% | $149,696-68.2% | $79,858-40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,265 | $3,216+63.7% | $4,644+13.4% | $2,471+113.1% |
| Participant deferral / active EE | $8,546 | $5,680+50.4% | $6,842+24.9% | $3,740+128.5% |
| Admin fee / account holder | $5,532 | $6,053-8.6% | $9,309-40.6% | $5,306+4.2% |