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 | $50,146 | $238,490-79.0% | $180,183-72.2% | $142,382-64.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 13.64% | 33.56%-19.9pp | 27.86%-14.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,623 | $6,143-57.3% | $5,039-48.0% | $4,299-39.0% |
| Participant deferral / active EE | $2,887 | $7,996-63.9% | $6,822-57.7% | $6,507-55.6% |
| Admin fee / account holder | $3,493 | $28,866-87.9% | $19,975-82.5% | $12,624-72.3% |