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 | $48,402 | $185,822-74.0% | $169,993-71.5% | $139,434-65.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,136 | $7,590-58.7% | $6,785-53.8% | $4,751-34.0% |
| Participant deferral / active EE | $3,823 | $11,622-67.1% | $10,408-63.3% | $6,710-43.0% |
| Admin fee / account holder | $3,787 | $15,381-75.4% | $12,815-70.4% | $11,403-66.8% |