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 | $62,260 | $105,126-40.8% | $94,646-34.2% | $139,434-55.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 38.03%-23.7pp | 156.71%-142.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,730 | $4,106-33.5% | $3,672-25.6% | $4,751-42.5% |
| Participant deferral / active EE | $6,958 | $7,599-8.4% | $7,418-6.2% | $6,710+3.7% |
| Admin fee / account holder | $9,226 | $8,984+2.7% | $7,231+27.6% | $11,403-19.1% |