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 | $40,663 | $89,355-54.5% | $141,162-71.2% | $72,985-44.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.13% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $3,893 | $3,114+25.0% | $4,735-17.8% | $2,440+59.6% |
| Participant deferral / active EE | $7,552 | $5,418+39.4% | $6,709+12.6% | $3,607+109.4% |
| Admin fee / account holder | $3,667 | $5,958-38.4% | $10,261-64.3% | $5,124-28.4% |