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 | $50,432 | $127,777-60.5% | $106,548-52.7% | $167,490-69.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.11% | 33.87%-23.8pp | 26.80%-16.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $5,230 | $3,427+52.6% | $2,819+85.5% | $4,837+8.1% |
| Participant deferral / active EE | $2,784 | $5,087-45.3% | $4,398-36.7% | $6,341-56.1% |
| Admin fee / account holder | $792 | $11,228-92.9% | $7,407-89.3% | $12,309-93.6% |