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 | $50,824 | $110,257-53.9% | $96,544-47.4% | $139,434-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.03% | 26.32%-8.3pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,788 | $3,620-50.6% | $2,965-39.7% | $4,751-62.4% |
| Participant deferral / active EE | $5,632 | $5,548+1.5% | $4,851+16.1% | $6,710-16.1% |
| Admin fee / account holder | $371 | $11,591-96.8% | $8,252-95.5% | $11,403-96.7% |