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 | $57,928 | $105,859-45.3% | $90,160-35.7% | $147,584-60.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.23% | 37.63%-24.4pp | 34.88%-21.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $8,767 | $4,126+112.5% | $3,318+164.2% | $4,876+79.8% |
| Participant deferral / active EE | $4,096 | $5,733-28.6% | $5,288-22.5% | $5,439-24.7% |
| Admin fee / account holder | $1,857 | $8,046-76.9% | $5,943-68.8% | $10,885-82.9% |