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 | $75,311 | $103,376-27.1% | $87,100-13.5% | $152,861-50.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.72% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,650 | $3,220-48.8% | $2,521-34.6% | $4,762-65.4% |
| Participant deferral / active EE | $5,758 | $4,778+20.5% | $4,049+42.2% | $5,850-1.6% |
| Admin fee / account holder | $5,996 | $12,205-50.9% | $7,497-20.0% | $11,596-48.3% |