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 | $33,675 | $115,882-70.9% | $100,516-66.5% | $158,922-78.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.06% | 34.79%-14.7pp | 30.89%-10.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,547 | $4,103-37.9% | $3,418-25.5% | $4,761-46.5% |
| Participant deferral / active EE | $5,622 | $6,674-15.8% | $6,270-10.3% | $5,982-6.0% |
| Admin fee / account holder | $1,401 | $10,995-87.3% | $8,081-82.7% | $11,246-87.5% |