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 | $57,069 | $99,032-42.4% | $80,019-28.7% | $135,375-57.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 29.50% | 15.39%+14.1pp | 11.22%+18.3pp | 519.73%-490.2pp |
| Employer contribution / active EE | $2,287 | $3,043-24.9% | $2,468-7.3% | $4,779-52.1% |
| Participant deferral / active EE | $3,087 | $4,282-27.9% | $3,686-16.3% | $5,609-45.0% |
| Admin fee / account holder | $1,359 | $10,436-87.0% | $6,521-79.2% | $10,827-87.5% |