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 | $53,228 | $78,672-32.3% | $109,143-51.2% | $85,850-38.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 27.42% | 25.09%+2.3pp | 25.75%+1.7pp | 318.53%-291.1pp |
| Employer contribution / active EE | $4,526 | $2,735+65.5% | $3,722+21.6% | $2,565+76.4% |
| Participant deferral / active EE | $4,654 | $3,467+34.2% | $4,6530% | $3,952+17.8% |
| Admin fee / account holder | $2,134 | $5,469-61.0% | $6,752-68.4% | $6,260-65.9% |