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 | $65,041 | $118,450-45.1% | $98,439-33.9% | $139,434-53.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 18.94%-5.9pp | 21.16%-8.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $8,555 | $3,609+137.0% | $3,048+180.7% | $4,751+80.1% |
| Participant deferral / active EE | $5,022 | $5,392-6.9% | $4,738+6.0% | $6,710-25.2% |
| Admin fee / account holder | $890 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |