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 | $50,745 | $69,207-26.7% | $64,056-20.8% | $139,434-63.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.16% | 45.88%-28.7pp | 33.69%-16.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,376 | $3,182+69.0% | $2,747+95.8% | $4,751+13.2% |
| Participant deferral / active EE | $9,149 | $4,682+95.4% | $3,880+135.8% | $6,710+36.3% |
| Admin fee / account holder | $2,921 | $4,244-31.2% | $3,068-4.8% | $11,403-74.4% |