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 | $51,393 | $157,256-67.3% | $141,162-63.6% | $152,861-66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.82% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $8,351 | $5,261+58.7% | $4,735+76.4% | $4,762+75.4% |
| Participant deferral / active EE | $10,432 | $7,109+46.7% | $6,709+55.5% | $5,850+78.3% |
| Admin fee / account holder | $1,317 | $12,120-89.1% | $10,261-87.2% | $11,596-88.6% |