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 | $26,604 | $51,576-48.4% | $129,207-79.4% | $80,856-67.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 22.06% | 20.81%+1.3pp | 9417.33%-9395.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,085 | $1,584+157.9% | $4,153-1.6% | $2,755+48.3% |
| Participant deferral / active EE | $3,741 | $2,669+40.2% | $4,168-10.2% | $4,296-12.9% |
| Admin fee / account holder | $1,327 | $4,305-69.2% | $7,715-82.8% | $6,918-80.8% |