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 | $73,130 | $185,822-60.6% | $169,993-57.0% | $139,434-47.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.23% | 60.50%-46.3pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,088 | $7,590-72.5% | $6,785-69.2% | $4,751-56.1% |
| Participant deferral / active EE | $3,588 | $11,622-69.1% | $10,408-65.5% | $6,710-46.5% |
| Admin fee / account holder | $1,175 | $15,381-92.4% | $12,815-90.8% | $11,403-89.7% |