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 | $51,455 | $125,758-59.1% | $169,993-69.7% | $75,163-31.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.14% | 27.20%-2.1pp | 53.37%-28.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $2,860 | $4,615-38.0% | $6,785-57.9% | $2,670+7.1% |
| Participant deferral / active EE | $3,476 | $6,837-49.2% | $10,408-66.6% | $4,125-15.7% |
| Admin fee / account holder | $13,731 | $8,173+68.0% | $12,815+7.1% | $5,651+143.0% |