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 | $64,372 | $162,781-60.5% | $133,956-51.9% | $158,922-59.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.27% | 41.94%-20.7pp | 45.09%-23.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,162 | $4,975-36.4% | $3,919-19.3% | $4,761-33.6% |
| Participant deferral / active EE | $8,983 | $5,911+52.0% | $5,048+78.0% | $5,982+50.2% |
| Admin fee / account holder | $3,936 | $11,736-66.5% | $8,927-55.9% | $11,246-65.0% |