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 | $24,169 | $69,207-65.1% | $64,056-62.3% | $139,434-82.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.64% | 45.88%-29.2pp | 33.69%-17.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,112 | $3,182+29.2% | $2,747+49.7% | $4,751-13.4% |
| Participant deferral / active EE | $4,887 | $4,682+4.4% | $3,880+26.0% | $6,710-27.2% |
| Admin fee / account holder | $2,470 | $4,244-41.8% | $3,068-19.5% | $11,403-78.3% |