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 | $21,982 | $114,381-80.8% | $107,525-79.6% | $142,382-84.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.04% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,046 | $4,015-24.1% | $3,754-18.8% | $4,299-29.1% |
| Participant deferral / active EE | $2,427 | $5,564-56.4% | $5,116-52.5% | $6,507-62.7% |
| Admin fee / account holder | $7,156 | $9,860-27.4% | $8,919-19.8% | $12,624-43.3% |