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 | $41,408 | $85,202-51.4% | $172,739-76.0% | $72,985-43.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.27% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,887 | $3,324-43.2% | $5,143-63.3% | $2,440-22.7% |
| Participant deferral / active EE | $2,823 | $3,260-13.4% | $5,198-45.7% | $3,607-21.7% |
| Admin fee / account holder | $3,716 | $5,884-36.9% | $13,954-73.4% | $5,124-27.5% |