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 | $49,471 | $85,202-41.9% | $172,739-71.4% | $72,985-32.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.94% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $7,313 | $3,324+120.0% | $5,143+42.2% | $2,440+199.7% |
| Participant deferral / active EE | $5,532 | $3,260+69.7% | $5,198+6.4% | $3,607+53.4% |
| Admin fee / account holder | $1,106 | $5,884-81.2% | $13,954-92.1% | $5,124-78.4% |