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 | $20,063 | $115,882-82.7% | $100,516-80.0% | $158,922-87.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.11% | 34.79%-10.7pp | 30.89%-6.8pp | 302.83%-278.7pp |
| Employer contribution / active EE | $3,366 | $4,103-18.0% | $3,418-1.5% | $4,761-29.3% |
| Participant deferral / active EE | $6,056 | $6,674-9.3% | $6,270-3.4% | $5,982+1.2% |
| Admin fee / account holder | $4,068 | $10,995-63.0% | $8,081-49.7% | $11,246-63.8% |