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 | $72,336 | $124,281-41.8% | $109,143-33.7% | $167,490-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.11% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,137 | $4,207-25.4% | $3,722-15.7% | $4,837-35.1% |
| Participant deferral / active EE | $5,952 | $5,255+13.3% | $4,653+27.9% | $6,341-6.1% |
| Admin fee / account holder | $526 | $7,970-93.4% | $6,752-92.2% | $12,309-95.7% |