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 | $52,305 | $91,037-42.5% | $71,671-27.0% | $147,584-64.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.64% | 20.48%-3.8pp | 20.65%-4.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,820 | $3,327-45.3% | $2,460-26.0% | $4,876-62.7% |
| Participant deferral / active EE | $4,691 | $4,498+4.3% | $3,438+36.5% | $5,439-13.7% |
| Admin fee / account holder | $883 | $8,613-89.7% | $5,558-84.1% | $10,885-91.9% |