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 | $41,011 | $100,041-59.0% | $149,718-72.6% | $70,131-41.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.88% | 27.43%-4.6pp | 1501.63%-1478.8pp | 73.14%-50.3pp |
| Employer contribution / active EE | $6,845 | $3,662+86.9% | $5,445+25.7% | $2,342+192.2% |
| Participant deferral / active EE | $9,713 | $4,983+94.9% | $6,569+47.9% | $3,332+191.5% |
| Admin fee / account holder | $852 | $8,286-89.7% | $11,283-92.4% | $4,645-81.7% |