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 | $39,209 | $69,515-43.6% | $86,874-54.9% | $85,850-54.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.69% | 20.12%-6.4pp | 63.52%-49.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,535 | $1,880+88.0% | $2,495+41.6% | $2,565+37.8% |
| Participant deferral / active EE | $2,088 | $2,919-28.5% | $3,699-43.6% | $3,952-47.2% |
| Admin fee / account holder | $15,601 | $5,972+161.2% | $5,828+167.7% | $6,260+149.2% |