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 | $39,257 | $63,346-38.0% | $92,233-57.4% | $70,131-44.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.79% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,286 | $2,471+113.9% | $3,679+43.7% | $2,342+125.7% |
| Participant deferral / active EE | $5,236 | $2,854+83.5% | $3,897+34.4% | $3,332+57.2% |
| Admin fee / account holder | $1,104 | $3,840-71.2% | $5,194-78.7% | $4,645-76.2% |