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 | $36,843 | $226,064-83.7% | $182,532-79.8% | $152,861-75.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.45% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,837 | $4,978-63.1% | $4,076-54.9% | $4,762-61.4% |
| Participant deferral / active EE | $8,636 | $6,368+35.6% | $5,524+56.3% | $5,850+47.6% |
| Admin fee / account holder | $1,375 | $10,703-87.2% | $8,592-84.0% | $11,596-88.1% |