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 | $53,163 | $58,208-8.7% | $81,812-35.0% | $80,856-34.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 24.89% | 41.66%-16.8pp | 773.79%-748.9pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,711 | $2,340+15.8% | $2,912-6.9% | $2,755-1.6% |
| Participant deferral / active EE | $6,072 | $3,281+85.1% | $4,319+40.6% | $4,296+41.3% |
| Admin fee / account holder | $3,698 | $4,981-25.8% | $7,386-49.9% | $6,918-46.5% |