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 | $38,902 | $232,540-83.3% | $185,117-79.0% | $147,584-73.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.22% | 43.03%-34.8pp | 40.50%-32.3pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,806 | $5,195-65.2% | $4,182-56.8% | $4,876-63.0% |
| Participant deferral / active EE | $1,820 | $5,834-68.8% | $5,045-63.9% | $5,439-66.5% |
| Admin fee / account holder | $2,781 | $10,275-72.9% | $8,159-65.9% | $10,885-74.4% |