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 | $54,508 | $49,227+10.7% | $70,449-22.6% | $79,858-31.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.71% | 30.06%-13.4pp | 109.03%-92.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $7,073 | $2,099+237.0% | $2,737+158.4% | $2,471+186.2% |
| Participant deferral / active EE | $5,613 | $2,768+102.8% | $3,709+51.3% | $3,740+50.1% |
| Admin fee / account holder | $2,649 | $2,878-8.0% | $3,845-31.1% | $5,306-50.1% |