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 | $42,215 | $48,230-12.5% | $67,502-37.5% | $80,856-47.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.78% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,295 | $2,020+112.7% | $2,731+57.3% | $2,755+55.9% |
| Participant deferral / active EE | $8,671 | $2,924+196.6% | $4,000+116.8% | $4,296+101.9% |
| Admin fee / account holder | $5,819 | $3,681+58.1% | $3,998+45.6% | $6,918-15.9% |