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 | $50,498 | $217,402-76.8% | $185,823-72.8% | $167,490-69.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.29% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $10,570 | $5,873+80.0% | $5,167+104.5% | $4,837+118.5% |
| Participant deferral / active EE | $8,918 | $6,356+40.3% | $5,568+60.2% | $6,341+40.6% |
| Admin fee / account holder | $3,180 | $19,811-83.9% | $16,237-80.4% | $12,309-74.2% |