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 | $37,883 | $127,777-70.4% | $106,548-64.4% | $167,490-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 23.12% | 33.87%-10.7pp | 26.80%-3.7pp | 478.56%-455.4pp |
| Employer contribution / active EE | $4,095 | $3,427+19.5% | $2,819+45.3% | $4,837-15.3% |
| Participant deferral / active EE | $8,661 | $5,087+70.2% | $4,398+96.9% | $6,341+36.6% |
| Admin fee / account holder | $3,836 | $11,228-65.8% | $7,407-48.2% | $12,309-68.8% |