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 | $59,194 | $91,037-35.0% | $71,671-17.4% | $147,584-59.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.60% | 20.48%-4.9pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,865 | $3,327+16.2% | $2,460+57.1% | $4,876-20.7% |
| Participant deferral / active EE | $3,426 | $4,498-23.8% | $3,438-0.4% | $5,439-37.0% |
| Admin fee / account holder | $12,628 | $8,613+46.6% | $5,558+127.2% | $10,885+16.0% |