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 | $32,427 | $99,341-67.4% | $84,750-61.7% | $273,961-88.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 63.07% | 22.93%+40.1pp | 22.78%+40.3pp | 41.45%+21.6pp |
| Employer contribution / active EE | $1,538 | $4,214-63.5% | $3,574-57.0% | $4,869-68.4% |
| Participant deferral / active EE | $1,454 | $4,269-65.9% | $3,712-60.8% | $5,287-72.5% |
| Admin fee / account holder | $572 | $6,644-91.4% | $5,332-89.3% | $10,132-94.4% |