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 | $53,066 | $103,376-48.7% | $87,100-39.1% | $152,861-65.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.91% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,793 | $3,220+17.8% | $2,521+50.4% | $4,762-20.4% |
| Participant deferral / active EE | $8,621 | $4,778+80.4% | $4,049+112.9% | $5,850+47.4% |
| Admin fee / account holder | $372 | $12,205-97.0% | $7,497-95.0% | $11,596-96.8% |