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 | $65,018 | $53,822+20.8% | $75,696-14.1% | $85,850-24.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.45% | 24.54%-9.1pp | 104.53%-89.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,951 | $2,017+46.4% | $2,743+7.6% | $2,565+15.1% |
| Participant deferral / active EE | $2,764 | $2,895-4.5% | $3,821-27.7% | $3,952-30.1% |
| Admin fee / account holder | $1,026 | $3,343-69.3% | $3,619-71.7% | $6,260-83.6% |