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 | $41,201 | $107,334-61.6% | $92,893-55.6% | $152,861-73.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.42% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,135 | $4,221+69.0% | $3,653+95.3% | $4,762+49.8% |
| Participant deferral / active EE | $3,077 | $4,845-36.5% | $4,236-27.4% | $5,850-47.4% |
| Admin fee / account holder | $311 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |