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 | $71,037 | $85,022-16.4% | $70,515+0.7% | $139,434-49.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.72% | 30.38%-8.7pp | 32.77%-11.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,301 | $3,909-66.7% | $2,973-56.2% | $4,751-72.6% |
| Participant deferral / active EE | $4,658 | $5,890-20.9% | $4,567+2.0% | $6,710-30.6% |
| Admin fee / account holder | $1,618 | $8,906-81.8% | $6,412-74.8% | $11,403-85.8% |