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 | $57,193 | $72,012-20.6% | $185,823-69.2% | $79,858-28.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 50.20% | 23.12%+27.1pp | 35.95%+14.2pp | 31.71%+18.5pp |
| Employer contribution / active EE | $4,925 | $1,965+150.7% | $4,087+20.5% | $2,471+99.3% |
| Participant deferral / active EE | $7,415 | $3,779+96.2% | $5,632+31.7% | $3,740+98.3% |
| Admin fee / account holder | $1,015 | $4,513-77.5% | $9,500-89.3% | $5,306-80.9% |