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 | $37,284 | $115,770-67.8% | $101,248-63.2% | $158,922-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.05% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,118 | $4,175-49.3% | $3,660-42.1% | $4,761-55.5% |
| Participant deferral / active EE | $1,815 | $4,957-63.4% | $4,370-58.5% | $5,982-69.7% |
| Admin fee / account holder | $2,181 | $7,245-69.9% | $5,945-63.3% | $11,246-80.6% |