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 8-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 | $41,344 | $115,882-64.3% | $100,516-58.9% | $158,922-74.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.43% | 34.79%-16.4pp | 30.89%-12.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $10,102 | $4,103+146.2% | $3,418+195.6% | $4,761+112.2% |
| Participant deferral / active EE | $3,007 | $6,674-55.0% | $6,270-52.0% | $5,982-49.7% |
| Admin fee / account holder | $1,943 | $10,995-82.3% | $8,081-76.0% | $11,246-82.7% |