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 | $44,132 | $76,000-41.9% | $154,107-71.4% | $64,186-31.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.51% | 30.32%-20.8pp | 735.12%-725.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,996 | $3,351-10.6% | $5,298-43.4% | $2,381+25.9% |
| Participant deferral / active EE | $1,480 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $2,795 | $5,596-50.0% | $13,411-79.2% | $4,888-42.8% |