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 | $57,225 | $124,319-54.0% | $111,297-48.6% | $167,490-65.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.66% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,661 | $3,435-51.6% | $2,731-39.2% | $4,837-65.7% |
| Participant deferral / active EE | $4,521 | $5,180-12.7% | $4,487+0.7% | $6,341-28.7% |
| Admin fee / account holder | $2,004 | $10,618-81.1% | $7,964-74.8% | $12,309-83.7% |