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 | $39,641 | $115,770-65.8% | $101,248-60.8% | $158,922-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.21% | 56.14%-35.9pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,439 | $4,175-65.5% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $5,154 | $4,957+4.0% | $4,370+17.9% | $5,982-13.8% |
| Admin fee / account holder | $1,862 | $7,245-74.3% | $5,945-68.7% | $11,246-83.4% |