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 | $77,871 | $152,587-49.0% | $125,175-37.8% | $152,861-49.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 54.84%-37.3pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $5,125 | $4,946+3.6% | $3,865+32.6% | $4,762+7.6% |
| Participant deferral / active EE | $10,500 | $5,868+78.9% | $4,937+112.7% | $5,850+79.5% |
| Admin fee / account holder | $1,444 | $13,434-89.3% | $9,702-85.1% | $11,596-87.5% |