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 | $77,095 | $214,378-64.0% | $200,582-61.6% | $142,382-45.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,684 | $6,841-60.8% | $6,419-58.2% | $4,299-37.6% |
| Participant deferral / active EE | $4,078 | $9,865-58.7% | $9,331-56.3% | $6,507-37.3% |
| Admin fee / account holder | $1,217 | $17,692-93.1% | $16,305-92.5% | $12,624-90.4% |