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 | $66,335 | $85,022-22.0% | $70,515-5.9% | $139,434-52.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.53% | 30.38%-17.8pp | 32.77%-20.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,123 | $3,909-45.7% | $2,973-28.6% | $4,751-55.3% |
| Participant deferral / active EE | $3,188 | $5,890-45.9% | $4,567-30.2% | $6,710-52.5% |
| Admin fee / account holder | $623 | $8,906-93.0% | $6,412-90.3% | $11,403-94.5% |