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 | $40,919 | $65,041-37.1% | $90,951-55.0% | $79,858-48.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.50% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $4,343 | $1,247+248.2% | $2,122+104.7% | $2,471+75.8% |
| Participant deferral / active EE | $3,606 | $2,512+43.5% | $3,373+6.9% | $3,740-3.6% |
| Admin fee / account holder | $949 | $4,536-79.1% | $5,959-84.1% | $5,306-82.1% |