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 | $59,884 | $238,490-74.9% | $180,183-66.8% | $142,382-57.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.21% | 33.56%-15.3pp | 27.86%-9.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,387 | $6,143-61.1% | $5,039-52.6% | $4,299-44.5% |
| Participant deferral / active EE | $4,651 | $7,996-41.8% | $6,822-31.8% | $6,507-28.5% |
| Admin fee / account holder | $6,601 | $28,866-77.1% | $19,975-67.0% | $12,624-47.7% |