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 | $36,265 | $117,983-69.3% | $101,794-64.4% | $142,382-74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.98% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,097 | $2,773-24.4% | $2,289-8.4% | $4,299-51.2% |
| Participant deferral / active EE | $3,869 | $4,714-17.9% | $4,084-5.3% | $6,507-40.5% |
| Admin fee / account holder | $940 | $10,433-91.0% | $8,777-89.3% | $12,624-92.6% |