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 | $36,966 | $58,208-36.5% | $81,812-54.8% | $80,856-54.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.59% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,642 | $2,340+12.9% | $2,912-9.3% | $2,755-4.1% |
| Participant deferral / active EE | $4,134 | $3,281+26.0% | $4,319-4.3% | $4,296-3.8% |
| Admin fee / account holder | $1,969 | $4,981-60.5% | $7,386-73.3% | $6,918-71.5% |