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 | $43,792 | $125,758-65.2% | $169,993-74.2% | $75,163-41.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 50.06% | 27.20%+22.9pp | 53.37%-3.3pp | 160.62%-110.6pp |
| Employer contribution / active EE | $3,968 | $4,615-14.0% | $6,785-41.5% | $2,670+48.6% |
| Participant deferral / active EE | $9,436 | $6,837+38.0% | $10,408-9.3% | $4,125+128.7% |
| Admin fee / account holder | $2,204 | $8,173-73.0% | $12,815-82.8% | $5,651-61.0% |