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 | $45,503 | $99,918-54.5% | $81,382-44.1% | $145,922-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.51% | 34.32%-12.8pp | 24.73%-3.2pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,662 | $2,978-44.2% | $2,463-32.5% | $4,660-64.3% |
| Participant deferral / active EE | $1,848 | $4,605-59.9% | $3,883-52.4% | $6,688-72.4% |
| Admin fee / account holder | $1,032 | $8,212-87.4% | $5,768-82.1% | $13,397-92.3% |