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 | $41,539 | $86,286-51.9% | $111,297-62.7% | $85,850-51.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.03% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,420 | $2,043+18.5% | $2,731-11.4% | $2,565-5.6% |
| Participant deferral / active EE | $3,911 | $3,641+7.4% | $4,487-12.8% | $3,952-1.0% |
| Admin fee / account holder | $1,638 | $8,188-80.0% | $7,964-79.4% | $6,260-73.8% |