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 | $53,583 | $135,952-60.6% | $123,892-56.8% | $273,961-80.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.98% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,488 | $5,170-51.9% | $4,617-46.1% | $4,869-48.9% |
| Participant deferral / active EE | $9,724 | $6,343+53.3% | $5,984+62.5% | $5,287+83.9% |
| Admin fee / account holder | $5,415 | $9,817-44.8% | $8,357-35.2% | $10,132-46.6% |