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 | $76,109 | $100,773-24.5% | $88,946-14.4% | $142,382-46.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.90% | 70.18%-57.3pp | 57.82%-44.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,169 | $2,918-59.9% | $2,555-54.3% | $4,299-72.8% |
| Participant deferral / active EE | $1,389 | $5,230-73.4% | $4,581-69.7% | $6,507-78.6% |
| Admin fee / account holder | $3,566 | $9,693-63.2% | $8,261-56.8% | $12,624-71.8% |