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 | $50,300 | $74,888-32.8% | $71,209-29.4% | $142,382-64.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.36% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,076 | $2,854+7.8% | $2,721+13.1% | $4,299-28.4% |
| Participant deferral / active EE | $8,367 | $4,454+87.8% | $4,175+100.4% | $6,507+28.6% |
| Admin fee / account holder | $434 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |