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 | $46,484 | $78,422-40.7% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.82% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,416 | $1,945+178.4% | $2,541+113.1% | $2,471+119.2% |
| Participant deferral / active EE | $3,370 | $3,440-2.0% | $4,167-19.1% | $3,740-9.9% |
| Admin fee / account holder | $1,030 | $5,622-81.7% | $6,795-84.8% | $5,306-80.6% |