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 | $59,731 | $85,022-29.7% | $70,515-15.3% | $139,434-57.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.82% | 30.38%-15.6pp | 32.77%-17.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $10,000 | $3,909+155.8% | $2,973+236.3% | $4,751+110.5% |
| Participant deferral / active EE | $4,880 | $5,890-17.2% | $4,567+6.9% | $6,710-27.3% |
| Admin fee / account holder | $16,152 | $8,906+81.4% | $6,412+151.9% | $11,403+41.7% |