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 | $66,871 | $185,822-64.0% | $169,993-60.7% | $139,434-52.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.17% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,511 | $7,590-66.9% | $6,785-63.0% | $4,751-47.1% |
| Participant deferral / active EE | $5,027 | $11,622-56.8% | $10,408-51.7% | $6,710-25.1% |
| Admin fee / account holder | $1,184 | $15,381-92.3% | $12,815-90.8% | $11,403-89.6% |