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 | $45,762 | $98,750-53.7% | $149,696-69.4% | $79,858-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.17% | 27.43%-9.3pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,250 | $3,216+32.1% | $4,644-8.5% | $2,471+72.0% |
| Participant deferral / active EE | $2,393 | $5,680-57.9% | $6,842-65.0% | $3,740-36.0% |
| Admin fee / account holder | $3,838 | $6,053-36.6% | $9,309-58.8% | $5,306-27.7% |