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 | $49,550 | $179,726-72.4% | $156,263-68.3% | $142,382-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 47.26% | 77.86%-30.6pp | 59.47%-12.2pp | 217.08%-169.8pp |
| Employer contribution / active EE | $4,456 | $5,069-12.1% | $4,333+2.8% | $4,299+3.6% |
| Participant deferral / active EE | $8,046 | $6,956+15.7% | $6,158+30.7% | $6,507+23.6% |
| Admin fee / account holder | $3,702 | $17,272-78.6% | $14,255-74.0% | $12,624-70.7% |