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 | $72,364 | $66,402+9.0% | $109,895-34.2% | $85,850-15.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.61% | 19.59%-6.0pp | 29.45%-15.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,628 | $1,687+115.0% | $2,842+27.6% | $2,565+41.4% |
| Participant deferral / active EE | $2,637 | $2,842-7.2% | $4,048-34.9% | $3,952-33.3% |
| Admin fee / account holder | $1,308 | $4,557-71.3% | $6,066-78.4% | $6,260-79.1% |