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 | $61,293 | $100,773-39.2% | $88,946-31.1% | $142,382-57.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.75% | 70.18%-56.4pp | 57.82%-44.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,815 | $2,918-37.8% | $2,555-29.0% | $4,299-57.8% |
| Participant deferral / active EE | $9,301 | $5,230+77.8% | $4,581+103.0% | $6,507+42.9% |
| Admin fee / account holder | $4,414 | $9,693-54.5% | $8,261-46.6% | $12,624-65.0% |