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 | $25,019 | $112,881-77.8% | $90,951-72.5% | $158,922-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.91% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,341 | $2,893+15.5% | $2,122+57.5% | $4,761-29.8% |
| Participant deferral / active EE | $10,572 | $4,128+156.1% | $3,373+213.4% | $5,982+76.7% |
| Admin fee / account holder | $4,467 | $8,041-44.5% | $5,959-25.0% | $11,246-60.3% |