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 7-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 | $42,139 | $48,230-12.6% | $67,502-37.6% | $80,856-47.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.44% | 18.28%-1.8pp | 3512.12%-3495.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,468 | $2,020+22.2% | $2,731-9.6% | $2,755-10.4% |
| Participant deferral / active EE | $6,744 | $2,924+130.7% | $4,000+68.6% | $4,296+57.0% |
| Admin fee / account holder | $1,256 | $3,681-65.9% | $3,998-68.6% | $6,918-81.8% |