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 | $52,302 | $100,041-47.7% | $149,718-65.1% | $70,131-25.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.54% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,293 | $3,662-10.1% | $5,445-39.5% | $2,342+40.6% |
| Participant deferral / active EE | $2,684 | $4,983-46.1% | $6,569-59.1% | $3,332-19.4% |
| Admin fee / account holder | $5,382 | $8,286-35.1% | $11,283-52.3% | $4,645+15.9% |