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 | $63,802 | $106,515-40.1% | $96,683-34.0% | $139,434-54.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.08% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $10,647 | $4,103+159.5% | $3,737+184.9% | $4,751+124.1% |
| Participant deferral / active EE | $8,739 | $5,454+60.2% | $4,878+79.1% | $6,710+30.2% |
| Admin fee / account holder | $2,779 | $7,877-64.7% | $6,730-58.7% | $11,403-75.6% |