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 | $55,182 | $152,587-63.8% | $125,175-55.9% | $152,861-63.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.11% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $7,161 | $4,946+44.8% | $3,865+85.3% | $4,762+50.4% |
| Participant deferral / active EE | $3,738 | $5,868-36.3% | $4,937-24.3% | $5,850-36.1% |
| Admin fee / account holder | $5,185 | $13,434-61.4% | $9,702-46.6% | $11,596-55.3% |