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 | $48,376 | $78,672-38.5% | $109,143-55.7% | $85,850-43.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.32% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,994 | $2,735+9.5% | $3,722-19.5% | $2,565+16.7% |
| Participant deferral / active EE | $2,129 | $3,467-38.6% | $4,653-54.2% | $3,952-46.1% |
| Admin fee / account holder | $7,850 | $5,469+43.5% | $6,752+16.3% | $6,260+25.4% |