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 | $68,858 | $99,985-31.1% | $146,665-53.1% | $85,850-19.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.18% | 18.93%-3.7pp | 22.74%-7.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,378 | $2,559-7.1% | $4,136-42.5% | $2,565-7.3% |
| Participant deferral / active EE | $4,734 | $4,006+18.2% | $5,506-14.0% | $3,952+19.8% |
| Admin fee / account holder | $1,287 | $7,702-83.3% | $10,280-87.5% | $6,260-79.4% |