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 | $46,840 | $117,841-60.3% | $102,423-54.3% | $145,922-67.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.10% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,118 | $3,615+13.9% | $3,023+36.2% | $4,660-11.6% |
| Participant deferral / active EE | $6,815 | $5,731+18.9% | $5,053+34.9% | $6,688+1.9% |
| Admin fee / account holder | $2,547 | $13,326-80.9% | $9,451-73.0% | $13,397-81.0% |