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 | $44,815 | $49,922-10.2% | $80,569-44.4% | $75,163-40.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.24% | 34.69%-16.4pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,498 | $1,698+106.0% | $2,723+28.4% | $2,670+31.0% |
| Participant deferral / active EE | $4,520 | $2,990+51.2% | $4,447+1.6% | $4,125+9.6% |
| Admin fee / account holder | $3,772 | $3,577+5.4% | $5,377-29.9% | $5,651-33.3% |