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 | $70,008 | $99,652-29.7% | $78,778-11.1% | $147,584-52.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.84% | 47.28%-31.4pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,146 | $2,796-23.2% | $1,986+8.1% | $4,876-56.0% |
| Participant deferral / active EE | $3,825 | $3,664+4.4% | $2,958+29.3% | $5,439-29.7% |
| Admin fee / account holder | $1,750 | $7,155-75.5% | $5,134-65.9% | $10,885-83.9% |