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 | $60,587 | $227,553-73.4% | $189,557-68.0% | $167,490-63.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.10% | 78.40%-63.3pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,756 | $5,316-48.2% | $4,412-37.5% | $4,837-43.0% |
| Participant deferral / active EE | $5,375 | $7,002-23.2% | $6,174-12.9% | $6,341-15.2% |
| Admin fee / account holder | $2,886 | $11,878-75.7% | $9,807-70.6% | $12,309-76.6% |