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 | $77,968 | $85,202-8.5% | $172,739-54.9% | $72,985+6.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,766 | $3,324-16.8% | $5,143-46.2% | $2,440+13.4% |
| Participant deferral / active EE | $6,827 | $3,260+109.4% | $5,198+31.3% | $3,607+89.2% |
| Admin fee / account holder | $4,422 | $5,884-24.8% | $13,954-68.3% | $5,124-13.7% |