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 | $50,646 | $159,602-68.3% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,641 | $4,961-46.8% | $4,693-43.7% | $4,299-38.6% |
| Participant deferral / active EE | $6,513 | $8,310-21.6% | $7,997-18.6% | $6,507+0.1% |
| Admin fee / account holder | $487 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |