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 | $51,826 | $99,985-48.2% | $146,665-64.7% | $85,850-39.6% |
| Participation rate | 89.7% | 73.1%+16.6pp | 80.1%+9.6pp | 69.3%+20.3pp |
| Annual return | 12.94% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,652 | $2,559+3.6% | $4,136-35.9% | $2,565+3.4% |
| Participant deferral / active EE | $2,649 | $4,006-33.9% | $5,506-51.9% | $3,952-33.0% |
| Admin fee / account holder | $14,237 | $7,702+84.8% | $10,280+38.5% | $6,260+127.4% |