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 | $42,533 | $185,822-77.1% | $169,993-75.0% | $139,434-69.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.55% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,518 | $7,590-80.0% | $6,785-77.6% | $4,751-68.0% |
| Participant deferral / active EE | $5,403 | $11,622-53.5% | $10,408-48.1% | $6,710-19.5% |
| Admin fee / account holder | $865 | $15,381-94.4% | $12,815-93.2% | $11,403-92.4% |