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 | $57,623 | $162,781-64.6% | $133,956-57.0% | $158,922-63.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 38.49% | 41.94%-3.4pp | 45.09%-6.6pp | 302.83%-264.3pp |
| Employer contribution / active EE | $1,950 | $4,975-60.8% | $3,919-50.2% | $4,761-59.0% |
| Participant deferral / active EE | $6,375 | $5,911+7.8% | $5,048+26.3% | $5,982+6.6% |
| Admin fee / account holder | $1,155 | $11,736-90.2% | $8,927-87.1% | $11,246-89.7% |