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 | $30,629 | $89,753-65.9% | $107,525-71.5% | $84,808-63.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.79% | 29.48%-6.7pp | 181.32%-158.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,845 | $3,113-8.6% | $3,754-24.2% | $2,631+8.2% |
| Participant deferral / active EE | $2,954 | $4,056-27.2% | $5,116-42.3% | $4,212-29.9% |
| Admin fee / account holder | $606 | $7,222-91.6% | $8,919-93.2% | $7,344-91.8% |