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 | $83,959 | $51,576+62.8% | $129,207-35.0% | $80,856+3.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.85% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,843 | $1,584+205.8% | $4,153+16.6% | $2,755+75.8% |
| Participant deferral / active EE | $7,324 | $2,669+174.4% | $4,168+75.7% | $4,296+70.5% |
| Admin fee / account holder | $1,367 | $4,305-68.3% | $7,715-82.3% | $6,918-80.2% |