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 | $52,198 | $58,208-10.3% | $81,812-36.2% | $80,856-35.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.81% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,040 | $2,340+115.4% | $2,912+73.1% | $2,755+82.9% |
| Participant deferral / active EE | $2,232 | $3,281-32.0% | $4,319-48.3% | $4,296-48.0% |
| Admin fee / account holder | $2,745 | $4,981-44.9% | $7,386-62.8% | $6,918-60.3% |