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 | $45,096 | $70,475-36.0% | $100,516-55.1% | $79,858-43.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.08% | 21.90%-4.8pp | 30.89%-13.8pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,634 | $2,165+114.1% | $3,418+35.6% | $2,471+87.6% |
| Participant deferral / active EE | $12,450 | $5,181+140.3% | $6,270+98.6% | $3,740+232.9% |
| Admin fee / account holder | $5,931 | $4,478+32.4% | $8,081-26.6% | $5,306+11.8% |