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 | $51,109 | $85,022-39.9% | $70,515-27.5% | $139,434-63.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.97% | 30.38%-18.4pp | 32.77%-20.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,852 | $3,909-27.0% | $2,973-4.1% | $4,751-40.0% |
| Participant deferral / active EE | $6,450 | $5,890+9.5% | $4,567+41.2% | $6,710-3.9% |
| Admin fee / account holder | $4,544 | $8,906-49.0% | $6,412-29.1% | $11,403-60.1% |