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 | $51,664 | $107,015-51.7% | $73,545-29.8% | $147,584-65.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.81% | 38.25%-20.4pp | -15.16%+33.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $4,960 | $1,760+181.8% | $1,219+306.9% | $4,876+1.7% |
| Participant deferral / active EE | $3,956 | $2,462+60.7% | $1,806+119.0% | $5,439-27.3% |
| Admin fee / account holder | $2,071 | $3,055-32.2% | $2,320-10.7% | $10,885-81.0% |