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 | $69,547 | $232,540-70.1% | $185,117-62.4% | $147,584-52.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.56% | 43.03%-29.5pp | 40.50%-26.9pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,399 | $5,195-53.8% | $4,182-42.6% | $4,876-50.8% |
| Participant deferral / active EE | $2,843 | $5,834-51.3% | $5,045-43.6% | $5,439-47.7% |
| Admin fee / account holder | $1,689 | $10,275-83.6% | $8,159-79.3% | $10,885-84.5% |