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 | $68,229 | $185,822-63.3% | $169,993-59.9% | $139,434-51.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.05% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,686 | $7,590-64.6% | $6,785-60.4% | $4,751-43.5% |
| Participant deferral / active EE | $14,214 | $11,622+22.3% | $10,408+36.6% | $6,710+111.8% |
| Admin fee / account holder | $3,290 | $15,381-78.6% | $12,815-74.3% | $11,403-71.1% |