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 | $53,047 | $102,616-48.3% | $81,983-35.3% | $158,922-66.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.85% | 61.04%-48.2pp | 41.31%-28.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,237 | $3,240-31.0% | $2,498-10.5% | $4,761-53.0% |
| Participant deferral / active EE | $4,049 | $4,648-12.9% | $3,722+8.8% | $5,982-32.3% |
| Admin fee / account holder | $630 | $8,235-92.3% | $5,664-88.9% | $11,246-94.4% |