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 | $39,354 | $127,777-69.2% | $106,548-63.1% | $167,490-76.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.11% | 33.87%-16.8pp | 26.80%-9.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,196 | $3,427+22.5% | $2,819+48.9% | $4,837-13.3% |
| Participant deferral / active EE | $6,740 | $5,087+32.5% | $4,398+53.3% | $6,341+6.3% |
| Admin fee / account holder | $8,343 | $11,228-25.7% | $7,407+12.6% | $12,309-32.2% |