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 | $61,326 | $185,822-67.0% | $169,993-63.9% | $139,434-56.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.82% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,933 | $7,590-61.4% | $6,785-56.8% | $4,751-38.3% |
| Participant deferral / active EE | $7,655 | $11,622-34.1% | $10,408-26.4% | $6,710+14.1% |
| Admin fee / account holder | $15,077 | $15,381-2.0% | $12,815+17.6% | $11,403+32.2% |