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 | $57,175 | $105,181-45.6% | $159,436-64.1% | $85,850-33.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.17% | 45.07%-18.9pp | 263.57%-237.4pp | 318.53%-292.4pp |
| Employer contribution / active EE | $2,213 | $3,318-33.3% | $4,829-54.2% | $2,565-13.7% |
| Participant deferral / active EE | $5,269 | $5,945-11.4% | $7,352-28.3% | $3,952+33.3% |
| Admin fee / account holder | $671 | $6,933-90.3% | $10,799-93.8% | $6,260-89.3% |