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 | $54,778 | $106,515-48.6% | $96,683-43.3% | $139,434-60.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.99% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,215 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $5,648 | $5,454+3.6% | $4,878+15.8% | $6,710-15.8% |
| Admin fee / account holder | $13,967 | $7,877+77.3% | $6,730+107.5% | $11,403+22.5% |