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 | $30,163 | $65,696-54.1% | $56,429-46.5% | $147,584-79.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 23.49% | 13.32%+10.2pp | 19.04%+4.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $4,684 | $4,121+13.7% | $3,405+37.6% | $4,876-3.9% |
| Participant deferral / active EE | $5,432 | $4,876+11.4% | $3,951+37.5% | $5,439-0.1% |
| Admin fee / account holder | $337 | $5,947-94.3% | $4,466-92.5% | $10,885-96.9% |