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 | $43,534 | $102,828-57.7% | $105,387-58.7% | $152,861-71.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.20% | 20.85%+5.3pp | 26.82%-0.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,884 | $4,473-13.2% | $4,213-7.8% | $4,762-18.4% |
| Participant deferral / active EE | $6,639 | $5,465+21.5% | $5,502+20.7% | $5,850+13.5% |
| Admin fee / account holder | $1,789 | $8,683-79.4% | $6,559-72.7% | $11,596-84.6% |