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 | $47,123 | $232,540-79.7% | $185,117-74.5% | $147,584-68.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.66% | 43.03%-25.4pp | 40.50%-22.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,488 | $5,195-32.9% | $4,182-16.6% | $4,876-28.5% |
| Participant deferral / active EE | $3,269 | $5,834-44.0% | $5,045-35.2% | $5,439-39.9% |
| Admin fee / account holder | $6,383 | $10,275-37.9% | $8,159-21.8% | $10,885-41.4% |