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 | $34,746 | $165,912-79.1% | $122,332-71.6% | $147,584-76.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.99% | 34.55%-14.6pp | 30.27%-10.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,958 | $5,754-31.2% | $4,050-2.3% | $4,876-18.8% |
| Participant deferral / active EE | $10,510 | $4,005+162.4% | $3,287+219.8% | $5,439+93.2% |
| Admin fee / account holder | $3,664 | $7,424-50.7% | $5,478-33.1% | $10,885-66.3% |