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 | $38,132 | $85,766-55.5% | $136,294-72.0% | $70,131-45.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.41% | 31.45%-4.0pp | 5155.94%-5128.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $1,767 | $2,966-40.4% | $4,695-62.4% | $2,342-24.6% |
| Participant deferral / active EE | $4,738 | $5,051-6.2% | $6,247-24.2% | $3,332+42.2% |
| Admin fee / account holder | $1,095 | $5,420-79.8% | $9,243-88.2% | $4,645-76.4% |