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 | $43,549 | $115,770-62.4% | $101,248-57.0% | $158,922-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.84% | 56.14%-44.3pp | 46.47%-34.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,247 | $4,175-70.1% | $3,660-65.9% | $4,761-73.8% |
| Participant deferral / active EE | $5,505 | $4,957+11.0% | $4,370+26.0% | $5,982-8.0% |
| Admin fee / account holder | $362 | $7,245-95.0% | $5,945-93.9% | $11,246-96.8% |