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 | $46,849 | $107,934-56.6% | $91,989-49.1% | $152,861-69.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.51% | 89.24%-65.7pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,777 | $4,210-34.0% | $3,452-19.5% | $4,762-41.7% |
| Participant deferral / active EE | $6,088 | $6,364-4.3% | $5,923+2.8% | $5,850+4.1% |
| Admin fee / account holder | $9,726 | $10,520-7.5% | $7,743+25.6% | $11,596-16.1% |