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 | $52,715 | $70,428-25.2% | $96,562-45.4% | $85,850-38.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 20.85% | 18.59%+2.3pp | 37.78%-16.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $3,615 | $1,413+155.8% | $2,356+53.4% | $2,565+40.9% |
| Participant deferral / active EE | $3,961 | $2,894+36.9% | $3,849+2.9% | $3,952+0.2% |
| Admin fee / account holder | $1,140 | $4,997-77.2% | $6,181-81.6% | $6,260-81.8% |