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 | $78,379 | $165,912-52.8% | $122,332-35.9% | $147,584-46.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.53% | 34.55%-23.0pp | 30.27%-18.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $585 | $5,754-89.8% | $4,050-85.5% | $4,876-88.0% |
| Participant deferral / active EE | $6,056 | $4,005+51.2% | $3,287+84.2% | $5,439+11.3% |
| Admin fee / account holder | $2,008 | $7,424-73.0% | $5,478-63.3% | $10,885-81.6% |