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 | $69,886 | $163,101-57.2% | $136,749-48.9% | $142,382-50.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.67% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,190 | $4,117-71.1% | $3,400-65.0% | $4,299-72.3% |
| Participant deferral / active EE | $2,485 | $5,585-55.5% | $4,692-47.0% | $6,507-61.8% |
| Admin fee / account holder | $2,904 | $14,318-79.7% | $11,386-74.5% | $12,624-77.0% |