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 | $49,744 | $106,515-53.3% | $96,683-48.5% | $139,434-64.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.12% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,833 | $4,103-6.6% | $3,737+2.6% | $4,751-19.3% |
| Participant deferral / active EE | $3,953 | $5,454-27.5% | $4,878-19.0% | $6,710-41.1% |
| Admin fee / account holder | $1,708 | $7,877-78.3% | $6,730-74.6% | $11,403-85.0% |