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 | $72,523 | $226,064-67.9% | $182,532-60.3% | $152,861-52.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.24% | 192.51%-169.3pp | 148.54%-125.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,721 | $4,978+14.9% | $4,076+40.4% | $4,762+20.1% |
| Participant deferral / active EE | $7,641 | $6,368+20.0% | $5,524+38.3% | $5,850+30.6% |
| Admin fee / account holder | $3,062 | $10,703-71.4% | $8,592-64.4% | $11,596-73.6% |