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 | $44,548 | $84,233-47.1% | $170,442-73.9% | $70,131-36.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 25.72% | 23.06%+2.7pp | 205.93%-180.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $5,465 | $3,387+61.4% | $5,433+0.6% | $2,342+133.3% |
| Participant deferral / active EE | $4,688 | $3,086+51.9% | $4,939-5.1% | $3,332+40.7% |
| Admin fee / account holder | $1,189 | $5,698-79.1% | $13,880-91.4% | $4,645-74.4% |