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 | $48,748 | $85,202-42.8% | $172,739-71.8% | $72,985-33.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.98% | 27.32%-9.3pp | 802.84%-784.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,739 | $3,324+42.5% | $5,143-7.9% | $2,440+94.2% |
| Participant deferral / active EE | $3,042 | $3,260-6.7% | $5,198-41.5% | $3,607-15.7% |
| Admin fee / account holder | $688 | $5,884-88.3% | $13,954-95.1% | $5,124-86.6% |