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 | $46,478 | $63,346-26.6% | $92,233-49.6% | $70,131-33.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.60% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,064 | $2,471+104.9% | $3,679+37.6% | $2,342+116.2% |
| Participant deferral / active EE | $4,736 | $2,854+66.0% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $2,931 | $3,840-23.7% | $5,194-43.6% | $4,645-36.9% |