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 | $38,476 | $57,354-32.9% | $83,848-54.1% | $64,186-40.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.42% | 11.38%-2.0pp | 850.88%-841.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,787 | $2,545+9.5% | $3,631-23.2% | $2,381+17.1% |
| Participant deferral / active EE | $3,753 | $2,993+25.4% | $4,082-8.1% | $3,470+8.2% |
| Admin fee / account holder | $2,572 | $4,046-36.4% | $5,478-53.1% | $4,888-47.4% |