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 | $46,313 | $72,492-36.1% | $87,100-46.8% | $72,985-36.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 50.20% | 24.46%+25.7pp | 28.19%+22.0pp | 81.00%-30.8pp |
| Employer contribution / active EE | $3,574 | $1,894+88.7% | $2,521+41.8% | $2,440+46.5% |
| Participant deferral / active EE | $7,962 | $3,270+143.5% | $4,049+96.6% | $3,607+120.7% |
| Admin fee / account holder | $4,042 | $5,055-20.0% | $7,497-46.1% | $5,124-21.1% |