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 | $68,206 | $95,416-28.5% | $185,823-63.3% | $85,850-20.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.58% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,767 | $3,314+43.9% | $5,167-7.7% | $2,565+85.9% |
| Participant deferral / active EE | $5,779 | $3,423+68.8% | $5,568+3.8% | $3,952+46.2% |
| Admin fee / account holder | $1,614 | $7,213-77.6% | $16,237-90.1% | $6,260-74.2% |