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 | $69,108 | $99,985-30.9% | $146,665-52.9% | $85,850-19.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 34.75% | 18.93%+15.8pp | 22.74%+12.0pp | 318.53%-283.8pp |
| Employer contribution / active EE | $1,014 | $2,559-60.4% | $4,136-75.5% | $2,565-60.5% |
| Participant deferral / active EE | $2,508 | $4,006-37.4% | $5,506-54.5% | $3,952-36.5% |
| Admin fee / account holder | $3,656 | $7,702-52.5% | $10,280-64.4% | $6,260-41.6% |