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 | $86,294 | $117,841-26.8% | $102,423-15.7% | $145,922-40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,695 | $3,615-25.4% | $3,023-10.9% | $4,660-42.2% |
| Participant deferral / active EE | $5,830 | $5,731+1.7% | $5,053+15.4% | $6,688-12.8% |
| Admin fee / account holder | $20,538 | $13,326+54.1% | $9,451+117.3% | $13,397+53.3% |