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 | $52,525 | $157,256-66.6% | $141,162-62.8% | $152,861-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.50% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,315 | $5,261-56.0% | $4,735-51.1% | $4,762-51.4% |
| Participant deferral / active EE | $8,396 | $7,109+18.1% | $6,709+25.1% | $5,850+43.5% |
| Admin fee / account holder | $1,963 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |