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 | $47,059 | $124,281-62.1% | $109,143-56.9% | $167,490-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.99% | 26.04%-4.0pp | 25.75%-3.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $9,966 | $4,207+136.9% | $3,722+167.8% | $4,837+106.0% |
| Participant deferral / active EE | $5,716 | $5,255+8.8% | $4,653+22.9% | $6,341-9.9% |
| Admin fee / account holder | $567 | $7,970-92.9% | $6,752-91.6% | $12,309-95.4% |