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 8-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 | $56,099 | $114,381-51.0% | $107,525-47.8% | $142,382-60.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.60% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,809 | $4,015+169.2% | $3,754+188.0% | $4,299+151.4% |
| Participant deferral / active EE | $1,631 | $5,564-70.7% | $5,116-68.1% | $6,507-74.9% |
| Admin fee / account holder | $3,339 | $9,860-66.1% | $8,919-62.6% | $12,624-73.5% |