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 | $47,978 | $157,256-69.5% | $141,162-66.0% | $152,861-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $6,725 | $5,261+27.8% | $4,735+42.0% | $4,762+41.2% |
| Participant deferral / active EE | $4,728 | $7,109-33.5% | $6,709-29.5% | $5,850-19.2% |
| Admin fee / account holder | $2,831 | $12,120-76.6% | $10,261-72.4% | $11,596-75.6% |