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 | $66,802 | $124,319-46.3% | $111,297-40.0% | $167,490-60.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.10% | 37.44%-26.3pp | 54.65%-43.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,115 | $3,435-38.4% | $2,731-22.6% | $4,837-56.3% |
| Participant deferral / active EE | $4,474 | $5,180-13.6% | $4,487-0.3% | $6,341-29.4% |
| Admin fee / account holder | $20,233 | $10,618+90.6% | $7,964+154.1% | $12,309+64.4% |