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 | $47,274 | $99,652-52.6% | $78,778-40.0% | $147,584-68.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 30.37% | 47.28%-16.9pp | 35.62%-5.3pp | 578.55%-548.2pp |
| Employer contribution / active EE | $9,967 | $2,796+256.5% | $1,986+402.0% | $4,876+104.4% |
| Participant deferral / active EE | $5,102 | $3,664+39.3% | $2,958+72.5% | $5,439-6.2% |
| Admin fee / account holder | $949 | $7,155-86.7% | $5,134-81.5% | $10,885-91.3% |