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 | $31,669 | $176,812-82.1% | $146,665-78.4% | $167,490-81.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.85% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,842 | $5,160-64.3% | $4,136-55.5% | $4,837-61.9% |
| Participant deferral / active EE | $6,695 | $6,440+4.0% | $5,506+21.6% | $6,341+5.6% |
| Admin fee / account holder | $33,858 | $13,259+155.4% | $10,280+229.4% | $12,309+175.1% |