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 | $60,731 | $110,261-44.9% | $95,745-36.6% | $139,434-56.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.96% | 27.11%-8.1pp | 28.35%-9.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,123 | $3,257-4.1% | $2,835+10.2% | $4,751-34.3% |
| Participant deferral / active EE | $6,830 | $4,676+46.1% | $4,245+60.9% | $6,710+1.8% |
| Admin fee / account holder | $3,102 | $6,613-53.1% | $5,678-45.4% | $11,403-72.8% |