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 | $37,456 | $97,757-61.7% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.15% | 1287.37%-1282.2pp | 850.88%-845.7pp | 519.73%-514.6pp |
| Employer contribution / active EE | $2,498 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $4,470 | $4,682-4.5% | $4,082+9.5% | $5,609-20.3% |
| Admin fee / account holder | $8,753 | $6,674+31.2% | $5,478+59.8% | $10,827-19.2% |