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 | $47,468 | $124,281-61.8% | $109,143-56.5% | $167,490-71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.41% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,536 | $4,207-63.5% | $3,722-58.7% | $4,837-68.3% |
| Participant deferral / active EE | $4,527 | $5,255-13.9% | $4,653-2.7% | $6,341-28.6% |
| Admin fee / account holder | $1,432 | $7,970-82.0% | $6,752-78.8% | $12,309-88.4% |