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 | $47,203 | $180,028-73.8% | $138,135-65.8% | $158,922-70.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.67% | 21.68%-8.0pp | 20.51%-6.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,034 | $7,470-72.8% | $5,587-63.6% | $4,761-57.3% |
| Participant deferral / active EE | $6,882 | $7,717-10.8% | $6,431+7.0% | $5,982+15.0% |
| Admin fee / account holder | $1,808 | $17,912-89.9% | $11,856-84.7% | $11,246-83.9% |