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 | $62,069 | $106,515-41.7% | $96,683-35.8% | $139,434-55.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.08% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,623 | $4,103-36.1% | $3,737-29.8% | $4,751-44.8% |
| Participant deferral / active EE | $5,364 | $5,454-1.6% | $4,878+10.0% | $6,710-20.1% |
| Admin fee / account holder | $12,612 | $7,877+60.1% | $6,730+87.4% | $11,403+10.6% |