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 | $66,419 | $117,983-43.7% | $101,794-34.8% | $142,382-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.69% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,855 | $2,773+3.0% | $2,289+24.7% | $4,299-33.6% |
| Participant deferral / active EE | $6,730 | $4,714+42.8% | $4,084+64.8% | $6,507+3.4% |
| Admin fee / account holder | $67,209 | $10,433+544.2% | $8,777+665.7% | $12,624+432.4% |