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 | $38,227 | $102,616-62.7% | $81,983-53.4% | $158,922-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.37% | 61.04%-37.7pp | 41.31%-17.9pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,147 | $3,240-33.7% | $2,498-14.0% | $4,761-54.9% |
| Participant deferral / active EE | $6,111 | $4,648+31.5% | $3,722+64.2% | $5,982+2.1% |
| Admin fee / account holder | $2,080 | $8,235-74.7% | $5,664-63.3% | $11,246-81.5% |