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 | $49,525 | $96,484-48.7% | $75,886-34.7% | $152,861-67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.90% | 33.98%-12.1pp | 30.76%-8.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,116 | $3,309+24.4% | $2,500+64.6% | $4,762-13.6% |
| Participant deferral / active EE | $19,212 | $4,553+322.0% | $3,603+433.2% | $5,850+228.4% |
| Admin fee / account holder | $4,812 | $8,078-40.4% | $5,418-11.2% | $11,596-58.5% |