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 | $50,701 | $105,859-52.1% | $90,160-43.8% | $147,584-65.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.57% | 37.63%-18.1pp | 34.88%-15.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,229 | $4,126-21.7% | $3,318-2.7% | $4,876-33.8% |
| Participant deferral / active EE | $5,840 | $5,733+1.9% | $5,288+10.4% | $5,439+7.4% |
| Admin fee / account holder | $1,253 | $8,046-84.4% | $5,943-78.9% | $10,885-88.5% |