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 | $40,025 | $48,230-17.0% | $67,502-40.7% | $80,856-50.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.84% | 18.28%-4.4pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,603 | $2,020-20.6% | $2,731-41.3% | $2,755-41.8% |
| Participant deferral / active EE | $3,795 | $2,924+29.8% | $4,000-5.1% | $4,296-11.7% |
| Admin fee / account holder | $4,467 | $3,681+21.4% | $3,998+11.7% | $6,918-35.4% |