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 | $49,703 | $111,535-55.4% | $105,223-52.8% | $137,256-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.85% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,778 | $3,939-54.9% | $3,689-51.8% | $4,156-57.2% |
| Participant deferral / active EE | $6,072 | $5,500+10.4% | $5,072+19.7% | $6,407-5.2% |
| Admin fee / account holder | $366 | $9,721-96.2% | $8,859-95.9% | $12,270-97.0% |