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 | $72,846 | $140,940-48.3% | $112,229-35.1% | $139,434-47.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.72% | 32.71%-20.0pp | 30.20%-17.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $5,503 | $4,283+28.5% | $3,430+60.4% | $4,751+15.8% |
| Participant deferral / active EE | $4,139 | $5,874-29.5% | $4,798-13.7% | $6,710-38.3% |
| Admin fee / account holder | $10,265 | $9,954+3.1% | $7,748+32.5% | $11,403-10.0% |