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 | $71,855 | $127,065-43.5% | $113,168-36.5% | $142,382-49.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.08% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,965 | $3,442-13.9% | $2,975-0.3% | $4,299-31.0% |
| Participant deferral / active EE | $10,257 | $5,716+79.4% | $5,107+100.9% | $6,507+57.6% |
| Admin fee / account holder | $1,094 | $15,736-93.0% | $12,068-90.9% | $12,624-91.3% |