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 | $56,657 | $124,319-54.4% | $111,297-49.1% | $167,490-66.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.69% | 37.44%-20.7pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $10,560 | $3,435+207.4% | $2,731+286.7% | $4,837+118.3% |
| Participant deferral / active EE | $6,429 | $5,180+24.1% | $4,487+43.3% | $6,341+1.4% |
| Admin fee / account holder | $4,586 | $10,618-56.8% | $7,964-42.4% | $12,309-62.7% |