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 | $41,240 | $152,587-73.0% | $125,175-67.1% | $152,861-73.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.24% | 54.84%-24.6pp | 43.79%-13.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $3,770 | $4,946-23.8% | $3,865-2.5% | $4,762-20.8% |
| Participant deferral / active EE | $8,125 | $5,868+38.5% | $4,937+64.6% | $5,850+38.9% |
| Admin fee / account holder | $6,662 | $13,434-50.4% | $9,702-31.3% | $11,596-42.6% |