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 | $71,599 | $89,355-19.9% | $141,162-49.3% | $72,985-1.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.94% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,634 | $3,114-47.5% | $4,735-65.5% | $2,440-33.0% |
| Participant deferral / active EE | $2,611 | $5,418-51.8% | $6,709-61.1% | $3,607-27.6% |
| Admin fee / account holder | $1,838 | $5,958-69.2% | $10,261-82.1% | $5,124-64.1% |