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 | $52,033 | $89,753-42.0% | $107,525-51.6% | $84,808-38.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.69% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $18,587 | $3,113+497.0% | $3,754+395.2% | $2,631+606.5% |
| Participant deferral / active EE | $3,798 | $4,056-6.4% | $5,116-25.8% | $4,212-9.8% |
| Admin fee / account holder | $12,937 | $7,222+79.1% | $8,919+45.1% | $7,344+76.2% |