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 3-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 | $33,291 | $111,814-70.2% | $103,374-67.8% | $145,959-77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.5pp |
| Employer contribution / active EE | $43,525 | $4,214+932.9% | $3,869+1024.9% | $4,661+833.9% |
| Participant deferral / active EE | $25,216 | $5,618+348.8% | $5,058+398.6% | $6,689+277.0% |
| Admin fee / account holder | $3,758 | $9,754-61.5% | $8,394-55.2% | $13,398-71.9% |