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 | $51,939 | $118,680-56.2% | $98,907-47.5% | $158,922-67.3% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 20.54% | 372.35%-351.8pp | 196.43%-175.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $4,443 | $3,333+33.3% | $2,689+65.2% | $4,761-6.7% |
| Participant deferral / active EE | $4,484 | $5,088-11.9% | $4,244+5.6% | $5,982-25.1% |
| Admin fee / account holder | $307 | $10,131-97.0% | $6,642-95.4% | $11,246-97.3% |