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 | $52,348 | $69,207-24.4% | $64,056-18.3% | $139,434-62.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.38% | 45.88%-25.5pp | 33.69%-13.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,575 | $3,182+43.8% | $2,747+66.6% | $4,751-3.7% |
| Participant deferral / active EE | $8,105 | $4,682+73.1% | $3,880+108.9% | $6,710+20.8% |
| Admin fee / account holder | $1,048 | $4,244-75.3% | $3,068-65.9% | $11,403-90.8% |