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 | $43,678 | $232,540-81.2% | $185,117-76.4% | $147,584-70.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.03% | 43.03%-23.0pp | 40.50%-20.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,710 | $5,195-67.1% | $4,182-59.1% | $4,876-64.9% |
| Participant deferral / active EE | $9,110 | $5,834+56.2% | $5,045+80.6% | $5,439+67.5% |
| Admin fee / account holder | $420 | $10,275-95.9% | $8,159-94.9% | $10,885-96.1% |