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 7-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 | $50,288 | $85,022-40.9% | $70,515-28.7% | $139,434-63.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.11% | 30.38%-10.3pp | 32.77%-12.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,483 | $3,909+14.7% | $2,973+50.8% | $4,751-5.6% |
| Participant deferral / active EE | $5,142 | $5,890-12.7% | $4,567+12.6% | $6,710-23.4% |
| Admin fee / account holder | $3,638 | $8,906-59.1% | $6,412-43.3% | $11,403-68.1% |