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 | $42,992 | $127,065-66.2% | $113,168-62.0% | $142,382-69.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.05% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,061 | $3,442-40.1% | $2,975-30.7% | $4,299-52.1% |
| Participant deferral / active EE | $3,946 | $5,716-31.0% | $5,107-22.7% | $6,507-39.4% |
| Admin fee / account holder | $811 | $15,736-94.8% | $12,068-93.3% | $12,624-93.6% |