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 | $47,057 | $115,882-59.4% | $100,516-53.2% | $158,922-70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.25% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,219 | $4,103-45.9% | $3,418-35.1% | $4,761-53.4% |
| Participant deferral / active EE | $3,949 | $6,674-40.8% | $6,270-37.0% | $5,982-34.0% |
| Admin fee / account holder | $1,899 | $10,995-82.7% | $8,081-76.5% | $11,246-83.1% |