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 | $78,432 | $105,181-25.4% | $159,436-50.8% | $85,850-8.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.98% | 45.07%-23.1pp | 263.57%-241.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,324 | $3,318-30.0% | $4,829-51.9% | $2,565-9.4% |
| Participant deferral / active EE | $6,167 | $5,945+3.7% | $7,352-16.1% | $3,952+56.1% |
| Admin fee / account holder | $1,093 | $6,933-84.2% | $10,799-89.9% | $6,260-82.5% |