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 | $67,720 | $89,355-24.2% | $141,162-52.0% | $72,985-7.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.40% | 111.85%-84.4pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,424 | $3,114-22.2% | $4,735-48.8% | $2,440-0.7% |
| Participant deferral / active EE | $12,656 | $5,418+133.6% | $6,709+88.6% | $3,607+250.8% |
| Admin fee / account holder | $6,326 | $5,958+6.2% | $10,261-38.3% | $5,124+23.5% |