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 | $38,831 | $83,477-53.5% | $125,175-69.0% | $72,985-46.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 51.38% | 25.78%+25.6pp | 43.79%+7.6pp | 81.00%-29.6pp |
| Employer contribution / active EE | $3,310 | $2,345+41.1% | $3,865-14.4% | $2,440+35.6% |
| Participant deferral / active EE | $4,470 | $3,585+24.7% | $4,937-9.4% | $3,607+23.9% |
| Admin fee / account holder | $534 | $5,517-90.3% | $9,702-94.5% | $5,124-89.6% |