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 | $47,110 | $104,251-54.8% | $91,001-48.2% | $147,584-68.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,779 | $3,116-10.8% | $2,456+13.2% | $4,876-43.0% |
| Participant deferral / active EE | $4,478 | $4,195+6.8% | $3,547+26.2% | $5,439-17.7% |
| Admin fee / account holder | $849 | $8,948-90.5% | $5,417-84.3% | $10,885-92.2% |