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 | $33,919 | $48,795-30.5% | $65,493-48.2% | $84,808-60.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.83% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,871 | $1,930+48.8% | $2,574+11.5% | $2,631+9.1% |
| Participant deferral / active EE | $2,814 | $2,928-3.9% | $3,961-29.0% | $4,212-33.2% |
| Admin fee / account holder | $3,557 | $3,877-8.3% | $5,028-29.3% | $7,344-51.6% |