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 | $42,939 | $77,419-44.5% | $69,455-38.2% | $152,861-71.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 6.22% | 39.06%-32.8pp | 28.97%-22.7pp | 345.32%-339.1pp |
| Employer contribution / active EE | $3,524 | $3,315+6.3% | $2,779+26.8% | $4,762-26.0% |
| Participant deferral / active EE | $1,796 | $4,414-59.3% | $3,535-49.2% | $5,850-69.3% |
| Admin fee / account holder | $480 | $6,207-92.3% | $3,839-87.5% | $11,596-95.9% |