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 | $53,852 | $48,230+11.7% | $67,502-20.2% | $80,856-33.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.78% | 18.28%-2.5pp | 3512.12%-3496.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,045 | $2,020+1.3% | $2,731-25.1% | $2,755-25.8% |
| Participant deferral / active EE | $2,879 | $2,924-1.5% | $4,000-28.0% | $4,296-33.0% |
| Admin fee / account holder | $9,875 | $3,681+168.2% | $3,998+147.0% | $6,918+42.7% |