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 | $84,816 | $111,535-24.0% | $105,223-19.4% | $137,256-38.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.15% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,436 | $3,939-63.5% | $3,689-61.1% | $4,156-65.4% |
| Participant deferral / active EE | $6,007 | $5,500+9.2% | $5,072+18.4% | $6,407-6.2% |
| Admin fee / account holder | $891 | $9,721-90.8% | $8,859-89.9% | $12,270-92.7% |