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 | $23,211 | $46,553-50.1% | $64,056-63.8% | $75,163-69.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.66% | 26.03%-11.4pp | 33.69%-19.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $5,308 | $1,974+169.0% | $2,747+93.3% | $2,670+98.8% |
| Participant deferral / active EE | $2,655 | $2,837-6.4% | $3,880-31.6% | $4,125-35.6% |
| Admin fee / account holder | $1,138 | $2,952-61.4% | $3,068-62.9% | $5,651-79.9% |