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 | $41,533 | $110,261-62.3% | $95,745-56.6% | $139,434-70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.80% | 27.11%-6.3pp | 28.35%-7.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,114 | $3,257-4.4% | $2,835+9.9% | $4,751-34.5% |
| Participant deferral / active EE | $4,928 | $4,676+5.4% | $4,245+16.1% | $6,710-26.6% |
| Admin fee / account holder | $354 | $6,613-94.7% | $5,678-93.8% | $11,403-96.9% |