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 | $50,801 | $85,202-40.4% | $172,739-70.6% | $72,985-30.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.49% | 27.32%-0.8pp | 802.84%-776.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,900 | $3,324+17.3% | $5,143-24.2% | $2,440+59.9% |
| Participant deferral / active EE | $8,960 | $3,260+174.8% | $5,198+72.4% | $3,607+148.4% |
| Admin fee / account holder | $10,058 | $5,884+70.9% | $13,954-27.9% | $5,124+96.3% |