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 6-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 | $53,007 | $99,877-46.9% | $84,966-37.6% | $145,922-63.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,181 | $3,231+29.4% | $2,727+53.3% | $4,660-10.3% |
| Participant deferral / active EE | $8,182 | $5,291+54.6% | $4,519+81.0% | $6,688+22.3% |
| Admin fee / account holder | $493 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |