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 | $82,714 | $85,766-3.6% | $136,294-39.3% | $70,131+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.42% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,542 | $2,966-48.0% | $4,695-67.2% | $2,342-34.2% |
| Participant deferral / active EE | $6,099 | $5,051+20.7% | $6,247-2.4% | $3,332+83.1% |
| Admin fee / account holder | $2,562 | $5,420-52.7% | $9,243-72.3% | $4,645-44.8% |