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 | $44,349 | $140,588-68.5% | $123,104-64.0% | $125,391-64.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 22.76% | 16.80%+6.0pp | 13.22%+9.5pp | 282.22%-259.5pp |
| Employer contribution / active EE | $12,372 | $6,041+104.8% | $5,151+140.2% | $4,866+154.3% |
| Participant deferral / active EE | $11,177 | $6,980+60.1% | $6,230+79.4% | $5,352+108.9% |
| Admin fee / account holder | $4,278 | $11,198-61.8% | $9,015-52.5% | $9,540-55.2% |