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 | $47,494 | $48,230-1.5% | $67,502-29.6% | $80,856-41.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.03% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,002 | $2,020-50.4% | $2,731-63.3% | $2,755-63.6% |
| Participant deferral / active EE | $1,254 | $2,924-57.1% | $4,000-68.7% | $4,296-70.8% |
| Admin fee / account holder | $2,242 | $3,681-39.1% | $3,998-43.9% | $6,918-67.6% |