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 | $56,683 | $85,202-33.5% | $172,739-67.2% | $72,985-22.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.20% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,156 | $3,324-35.2% | $5,143-58.1% | $2,440-11.7% |
| Participant deferral / active EE | $5,150 | $3,260+58.0% | $5,198-0.9% | $3,607+42.8% |
| Admin fee / account holder | $2,549 | $5,884-56.7% | $13,954-81.7% | $5,124-50.3% |