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 | $48,676 | $124,281-60.8% | $109,143-55.4% | $167,490-70.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.50% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $9,506 | $4,207+125.9% | $3,722+155.4% | $4,837+96.5% |
| Participant deferral / active EE | $7,753 | $5,255+47.5% | $4,653+66.6% | $6,341+22.3% |
| Admin fee / account holder | $664 | $7,970-91.7% | $6,752-90.2% | $12,309-94.6% |