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 | $50,925 | $112,096-54.6% | $95,952-46.9% | $158,922-68.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.21% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,219 | $3,198-61.9% | $2,541-52.0% | $4,761-74.4% |
| Participant deferral / active EE | $4,281 | $4,784-10.5% | $4,167+2.7% | $5,982-28.4% |
| Admin fee / account holder | $2,698 | $10,130-73.4% | $6,795-60.3% | $11,246-76.0% |