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 | $20,732 | $175,202-88.2% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,648 | $5,474-51.6% | $4,818-45.0% | $4,751-44.3% |
| Participant deferral / active EE | $12,118 | $6,519+85.9% | $5,680+113.3% | $6,710+80.6% |
| Admin fee / account holder | $1,149 | $16,150-92.9% | $13,210-91.3% | $11,403-89.9% |