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 | $56,755 | $227,553-75.1% | $189,557-70.1% | $167,490-66.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.16% | 78.40%-64.2pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,631 | $5,316-50.5% | $4,412-40.4% | $4,837-45.6% |
| Participant deferral / active EE | $6,449 | $7,002-7.9% | $6,174+4.5% | $6,341+1.7% |
| Admin fee / account holder | $2,275 | $11,878-80.8% | $9,807-76.8% | $12,309-81.5% |