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 | $82,543 | $165,912-50.2% | $122,332-32.5% | $147,584-44.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.51% | 34.55%-13.0pp | 30.27%-8.8pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,230 | $5,754-61.2% | $4,050-44.9% | $4,876-54.3% |
| Participant deferral / active EE | $5,758 | $4,005+43.8% | $3,287+75.2% | $5,439+5.9% |
| Admin fee / account holder | $706 | $7,424-90.5% | $5,478-87.1% | $10,885-93.5% |