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 | $53,391 | $152,587-65.0% | $125,175-57.3% | $152,861-65.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.85% | 54.84%-30.0pp | 43.79%-18.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $8,492 | $4,946+71.7% | $3,865+119.7% | $4,762+78.3% |
| Participant deferral / active EE | $9,537 | $5,868+62.5% | $4,937+93.2% | $5,850+63.0% |
| Admin fee / account holder | $817 | $13,434-93.9% | $9,702-91.6% | $11,596-93.0% |