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 | $57,989 | $116,175-50.1% | $93,606-38.0% | $152,861-62.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.92% | 35.96%-16.0pp | 32.76%-12.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $6,084 | $3,218+89.1% | $2,718+123.8% | $4,762+27.8% |
| Participant deferral / active EE | $4,795 | $4,603+4.2% | $4,069+17.9% | $5,850-18.0% |
| Admin fee / account holder | $11,135 | $10,748+3.6% | $7,888+41.2% | $11,596-4.0% |