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 | $50,169 | $108,172-53.6% | $77,482-35.3% | $158,922-68.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.13% | 31.67%-18.5pp | 54.79%-41.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $996 | $1,325-24.9% | $986+0.9% | $4,761-79.1% |
| Participant deferral / active EE | $2,842 | $2,456+15.7% | $1,861+52.7% | $5,982-52.5% |
| Admin fee / account holder | $1,772 | $3,708-52.2% | $2,858-38.0% | $11,246-84.2% |