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 | $38,628 | $157,256-75.4% | $141,162-72.6% | $152,861-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.07% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,927 | $5,261-63.4% | $4,735-59.3% | $4,762-59.5% |
| Participant deferral / active EE | $7,901 | $7,109+11.1% | $6,709+17.8% | $5,850+35.1% |
| Admin fee / account holder | $6,234 | $12,120-48.6% | $10,261-39.2% | $11,596-46.2% |