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 | $58,288 | $48,046+21.3% | $84,611-31.1% | $72,985-20.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 37.00% | 37.38%-0.4pp | 258.74%-221.7pp | 81.00%-44.0pp |
| Employer contribution / active EE | $1,929 | $1,602+20.5% | $2,652-27.2% | $2,440-20.9% |
| Participant deferral / active EE | $7,152 | $2,680+166.8% | $3,899+83.4% | $3,607+98.3% |
| Admin fee / account holder | $2,775 | $3,395-18.3% | $4,912-43.5% | $5,124-45.9% |