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 | $39,532 | $116,175-66.0% | $93,606-57.8% | $152,861-74.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.05% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,026 | $3,218-68.1% | $2,718-62.3% | $4,762-78.5% |
| Participant deferral / active EE | $1,642 | $4,603-64.3% | $4,069-59.6% | $5,850-71.9% |
| Admin fee / account holder | $891 | $10,748-91.7% | $7,888-88.7% | $11,596-92.3% |