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 | $60,292 | $116,175-48.1% | $93,606-35.6% | $152,861-60.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.83% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,492 | $3,218-22.6% | $2,718-8.3% | $4,762-47.7% |
| Participant deferral / active EE | $3,258 | $4,603-29.2% | $4,069-19.9% | $5,850-44.3% |
| Admin fee / account holder | $1,468 | $10,748-86.3% | $7,888-81.4% | $11,596-87.3% |