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 | $47,576 | $115,770-58.9% | $101,248-53.0% | $158,922-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.40% | 56.14%-36.7pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $5,319 | $4,175+27.4% | $3,660+45.3% | $4,761+11.7% |
| Participant deferral / active EE | $3,950 | $4,957-20.3% | $4,370-9.6% | $5,982-34.0% |
| Admin fee / account holder | $3,412 | $7,245-52.9% | $5,945-42.6% | $11,246-69.7% |