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 | $43,909 | $98,750-55.5% | $149,696-70.7% | $79,858-45.0% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+5.9pp |
| Annual return | 40.55% | 27.43%+13.1pp | 276.60%-236.1pp | 31.71%+8.8pp |
| Employer contribution / active EE | $6,269 | $3,216+94.9% | $4,644+35.0% | $2,471+153.7% |
| Participant deferral / active EE | $5,792 | $5,680+2.0% | $6,842-15.3% | $3,740+54.9% |
| Admin fee / account holder | $1,209 | $6,053-80.0% | $9,309-87.0% | $5,306-77.2% |