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 | $31,312 | $115,770-73.0% | $101,248-69.1% | $158,922-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.92% | 56.14%-32.2pp | 46.47%-22.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,084 | $4,175-26.1% | $3,660-15.7% | $4,761-35.2% |
| Participant deferral / active EE | $7,631 | $4,957+53.9% | $4,370+74.6% | $5,982+27.6% |
| Admin fee / account holder | $416 | $7,245-94.3% | $5,945-93.0% | $11,246-96.3% |