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 | $67,107 | $84,233-20.3% | $170,442-60.6% | $70,131-4.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,174 | $3,387-35.8% | $5,433-60.0% | $2,342-7.2% |
| Participant deferral / active EE | $5,131 | $3,086+66.3% | $4,939+3.9% | $3,332+54.0% |
| Admin fee / account holder | $435 | $5,698-92.4% | $13,880-96.9% | $4,645-90.6% |