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 | $46,559 | $68,346-31.9% | $94,646-50.8% | $75,163-38.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.64% | 616.93%-601.3pp | 156.71%-141.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,039 | $2,701+86.6% | $3,672+37.2% | $2,670+88.7% |
| Participant deferral / active EE | $13,185 | $6,537+101.7% | $7,418+77.7% | $4,125+219.6% |
| Admin fee / account holder | $5,287 | $5,326-0.7% | $7,231-26.9% | $5,651-6.4% |