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 | $43,522 | $58,208-25.2% | $81,812-46.8% | $80,856-46.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.53% | 41.66%-30.1pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,018 | $2,340-13.7% | $2,912-30.7% | $2,755-26.7% |
| Participant deferral / active EE | $2,715 | $3,281-17.2% | $4,319-37.1% | $4,296-36.8% |
| Admin fee / account holder | $3,283 | $4,981-34.1% | $7,386-55.5% | $6,918-52.5% |