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 5-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 | $76,396 | $81,632-6.4% | $70,449+8.4% | $158,922-51.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.36% | 208.40%-191.0pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,938 | $3,217-8.7% | $2,737+7.4% | $4,761-38.3% |
| Participant deferral / active EE | $3,044 | $4,554-33.1% | $3,709-17.9% | $5,982-49.1% |
| Admin fee / account holder | $1,260 | $6,193-79.7% | $3,845-67.2% | $11,246-88.8% |