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 | $60,624 | $118,450-48.8% | $98,439-38.4% | $139,434-56.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 18.94%-6.2pp | 21.16%-8.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $5,374 | $3,609+48.9% | $3,048+76.3% | $4,751+13.1% |
| Participant deferral / active EE | $2,695 | $5,392-50.0% | $4,738-43.1% | $6,710-59.8% |
| Admin fee / account holder | $1,007 | $14,026-92.8% | $8,948-88.7% | $11,403-91.2% |