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 | $36,788 | $117,381-68.7% | $99,443-63.0% | $152,861-75.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.23% | 31.87%-9.6pp | 30.72%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,623 | $3,013-12.9% | $2,540+3.3% | $4,762-44.9% |
| Participant deferral / active EE | $5,011 | $4,086+22.6% | $3,619+38.5% | $5,850-14.3% |
| Admin fee / account holder | $4,604 | $7,631-39.7% | $6,250-26.3% | $11,596-60.3% |