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 | $41,990 | $90,503-53.6% | $78,689-46.6% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.39% | 75.60%-63.2pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,863 | $3,176-9.8% | $2,851+0.4% | $4,869-41.2% |
| Participant deferral / active EE | $7,760 | $3,901+98.9% | $3,517+120.7% | $5,287+46.8% |
| Admin fee / account holder | $2,467 | $5,263-53.1% | $4,510-45.3% | $10,132-75.6% |