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 | $55,609 | $232,540-76.1% | $185,117-70.0% | $147,584-62.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.46% | 43.03%-25.6pp | 40.50%-23.0pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,821 | $5,195+12.0% | $4,182+39.2% | $4,876+19.4% |
| Participant deferral / active EE | $2,156 | $5,834-63.1% | $5,045-57.3% | $5,439-60.4% |
| Admin fee / account holder | $8,181 | $10,275-20.4% | $8,159+0.3% | $10,885-24.8% |