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 | $31,237 | $107,334-70.9% | $92,893-66.4% | $152,861-79.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.30% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $4,545 | $4,221+7.7% | $3,653+24.4% | $4,762-4.6% |
| Participant deferral / active EE | $3,199 | $4,845-34.0% | $4,236-24.5% | $5,850-45.3% |
| Admin fee / account holder | $6,101 | $7,079-13.8% | $5,794+5.3% | $11,596-47.4% |