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 | $47,460 | $69,207-31.4% | $64,056-25.9% | $139,434-66.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 45.88%-33.0pp | 33.69%-20.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,631 | $3,182+45.5% | $2,747+68.6% | $4,751-2.5% |
| Participant deferral / active EE | $2,570 | $4,682-45.1% | $3,880-33.8% | $6,710-61.7% |
| Admin fee / account holder | $913 | $4,244-78.5% | $3,068-70.3% | $11,403-92.0% |