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 | $35,106 | $152,587-77.0% | $125,175-72.0% | $152,861-77.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.89% | 54.84%-39.9pp | 43.79%-28.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,596 | $4,946-67.7% | $3,865-58.7% | $4,762-66.5% |
| Participant deferral / active EE | $3,189 | $5,868-45.7% | $4,937-35.4% | $5,850-45.5% |
| Admin fee / account holder | $7,161 | $13,434-46.7% | $9,702-26.2% | $11,596-38.2% |