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 9-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 | $47,883 | $111,814-57.2% | $103,374-53.7% | $145,959-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.91% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,691 | $4,214+35.1% | $3,869+47.1% | $4,661+22.1% |
| Participant deferral / active EE | $1,868 | $5,618-66.8% | $5,058-63.1% | $6,689-72.1% |
| Admin fee / account holder | $3,068 | $9,754-68.5% | $8,394-63.4% | $13,398-77.1% |