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 | $41,336 | $52,353-21.0% | $120,225-65.6% | $82,448-49.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 33.09% | 61.85%-28.8pp | 439.23%-406.1pp | 41.64%-8.6pp |
| Employer contribution / active EE | $1,225 | $1,510-18.9% | $3,475-64.7% | $2,551-52.0% |
| Participant deferral / active EE | $2,309 | $2,627-12.1% | $3,999-42.3% | $4,139-44.2% |
| Admin fee / account holder | $1,970 | $4,363-54.8% | $5,696-65.4% | $7,234-72.8% |