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 | $43,071 | $102,547-58.0% | $78,210-44.9% | $147,584-70.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.12% | 51.08%-30.0pp | 40.90%-19.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $9,281 | $2,617+254.7% | $2,034+356.4% | $4,876+90.3% |
| Participant deferral / active EE | $10,226 | $3,481+193.8% | $2,823+262.3% | $5,439+88.0% |
| Admin fee / account holder | $377 | $5,059-92.5% | $3,758-90.0% | $10,885-96.5% |