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 | $84,335 | $152,587-44.7% | $125,175-32.6% | $152,861-44.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.53% | 54.84%-30.3pp | 43.79%-19.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,993 | $4,946-59.7% | $3,865-48.4% | $4,762-58.1% |
| Participant deferral / active EE | $4,724 | $5,868-19.5% | $4,937-4.3% | $5,850-19.3% |
| Admin fee / account holder | $7,317 | $13,434-45.5% | $9,702-24.6% | $11,596-36.9% |