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 | $83,397 | $117,859-29.2% | $102,438-18.6% | $145,959-42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 31.72%-19.7pp | 29.37%-17.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,874 | $3,615-48.2% | $3,024-38.0% | $4,661-59.8% |
| Participant deferral / active EE | $3,328 | $5,732-41.9% | $5,054-34.1% | $6,689-50.2% |
| Admin fee / account holder | $5,262 | $13,318-60.5% | $9,448-44.3% | $13,398-60.7% |