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 | $50,203 | $140,940-64.4% | $112,229-55.3% | $139,434-64.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.90% | 32.71%-8.8pp | 30.20%-6.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,083 | $4,283-51.4% | $3,430-39.3% | $4,751-56.2% |
| Participant deferral / active EE | $3,572 | $5,874-39.2% | $4,798-25.5% | $6,710-46.8% |
| Admin fee / account holder | $2,742 | $9,954-72.5% | $7,748-64.6% | $11,403-76.0% |