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 | $52,493 | $115,770-54.7% | $101,248-48.2% | $158,922-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.53% | 56.14%-25.6pp | 46.47%-15.9pp | 302.83%-272.3pp |
| Employer contribution / active EE | $9,231 | $4,175+121.1% | $3,660+152.3% | $4,761+93.9% |
| Participant deferral / active EE | $7,575 | $4,957+52.8% | $4,370+73.3% | $5,982+26.6% |
| Admin fee / account holder | $1,985 | $7,245-72.6% | $5,945-66.6% | $11,246-82.3% |