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 | $56,935 | $117,841-51.7% | $102,423-44.4% | $145,922-61.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,131 | $3,615+14.3% | $3,023+36.6% | $4,660-11.4% |
| Participant deferral / active EE | $6,572 | $5,731+14.7% | $5,053+30.1% | $6,688-1.7% |
| Admin fee / account holder | $7,580 | $13,326-43.1% | $9,451-19.8% | $13,397-43.4% |