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 | $62,745 | $162,781-61.5% | $133,956-53.2% | $158,922-60.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.63% | 41.94%-29.3pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,774 | $4,975-24.2% | $3,919-3.7% | $4,761-20.7% |
| Participant deferral / active EE | $4,933 | $5,911-16.5% | $5,048-2.3% | $5,982-17.5% |
| Admin fee / account holder | $4,720 | $11,736-59.8% | $8,927-47.1% | $11,246-58.0% |