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 | $43,443 | $89,355-51.4% | $141,162-69.2% | $72,985-40.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 32.71% | 111.85%-79.1pp | 71.39%-38.7pp | 81.00%-48.3pp |
| Employer contribution / active EE | $3,391 | $3,114+8.9% | $4,735-28.4% | $2,440+39.0% |
| Participant deferral / active EE | $10,864 | $5,418+100.5% | $6,709+61.9% | $3,607+201.2% |
| Admin fee / account holder | $4,041 | $5,958-32.2% | $10,261-60.6% | $5,124-21.1% |