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 | $41,217 | $100,970-59.2% | $96,576-57.3% | $137,256-70.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.93% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,424 | $3,809-36.4% | $3,553-31.8% | $4,156-41.7% |
| Participant deferral / active EE | $9,910 | $8,286+19.6% | $7,956+24.6% | $6,407+54.7% |
| Admin fee / account holder | $1,766 | $11,312-84.4% | $11,381-84.5% | $12,270-85.6% |