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 | $40,558 | $121,625-66.7% | $104,607-61.2% | $158,922-74.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.31% | 465.26%-452.9pp | 340.46%-328.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $7,984 | $3,163+152.4% | $2,681+197.8% | $4,761+67.7% |
| Participant deferral / active EE | $5,732 | $4,177+37.2% | $3,740+53.3% | $5,982-4.2% |
| Admin fee / account holder | $331 | $7,787-95.7% | $6,473-94.9% | $11,246-97.1% |