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 6-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 | $54,787 | $114,381-52.1% | $107,525-49.0% | $142,382-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.44% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,455 | $4,015-38.8% | $3,754-34.6% | $4,299-42.9% |
| Participant deferral / active EE | $11,705 | $5,564+110.4% | $5,116+128.8% | $6,507+79.9% |
| Admin fee / account holder | $613 | $9,860-93.8% | $8,919-93.1% | $12,624-95.1% |