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 | $76,751 | $91,552-16.2% | $133,956-42.7% | $79,858-3.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.56% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,645 | $2,384-31.0% | $3,919-58.0% | $2,471-33.4% |
| Participant deferral / active EE | $4,419 | $3,733+18.4% | $5,048-12.5% | $3,740+18.1% |
| Admin fee / account holder | $1,039 | $6,321-83.6% | $8,927-88.4% | $5,306-80.4% |