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 | $35,444 | $107,334-67.0% | $92,893-61.8% | $152,861-76.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.05% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,556 | $4,221+7.9% | $3,653+24.7% | $4,762-4.3% |
| Participant deferral / active EE | $3,711 | $4,845-23.4% | $4,236-12.4% | $5,850-36.6% |
| Admin fee / account holder | $1,426 | $7,079-79.9% | $5,794-75.4% | $11,596-87.7% |