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 | $46,586 | $95,561-51.3% | $77,163-39.6% | $139,434-66.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.56% | 54.92%-34.4pp | 37.87%-17.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,391 | $3,147-55.8% | $2,535-45.1% | $4,751-70.7% |
| Participant deferral / active EE | $3,677 | $4,624-20.5% | $3,833-4.1% | $6,710-45.2% |
| Admin fee / account holder | $1,642 | $8,295-80.2% | $5,472-70.0% | $11,403-85.6% |