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 | $43,905 | $86,286-49.1% | $111,297-60.6% | $85,850-48.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.94% | 19.99%-3.0pp | 54.65%-37.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $5,849 | $2,043+186.3% | $2,731+114.2% | $2,565+128.0% |
| Participant deferral / active EE | $4,495 | $3,641+23.5% | $4,487+0.2% | $3,952+13.7% |
| Admin fee / account holder | $529 | $8,188-93.5% | $7,964-93.4% | $6,260-91.6% |