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 | $62,014 | $105,859-41.4% | $90,160-31.2% | $147,584-58.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.85% | 37.63%-21.8pp | 34.88%-19.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,472 | $4,126-64.3% | $3,318-55.6% | $4,876-69.8% |
| Participant deferral / active EE | $4,535 | $5,733-20.9% | $5,288-14.2% | $5,439-16.6% |
| Admin fee / account holder | $2,061 | $8,046-74.4% | $5,943-65.3% | $10,885-81.1% |