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 | $41,136 | $65,685-37.4% | $57,179-28.1% | $273,961-85.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 33.31% | 21.99%+11.3pp | 14.59%+18.7pp | 41.45%-8.1pp |
| Employer contribution / active EE | $8,320 | $3,279+153.8% | $2,682+210.2% | $4,869+70.9% |
| Participant deferral / active EE | $6,916 | $3,782+82.9% | $3,096+123.4% | $5,287+30.8% |
| Admin fee / account holder | $915 | $4,835-81.1% | $3,139-70.9% | $10,132-91.0% |