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 | $77,369 | $152,587-49.3% | $125,175-38.2% | $152,861-49.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.58% | 54.84%-27.3pp | 43.79%-16.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $6,349 | $4,946+28.4% | $3,865+64.3% | $4,762+33.3% |
| Participant deferral / active EE | $5,438 | $5,868-7.3% | $4,937+10.2% | $5,850-7.0% |
| Admin fee / account holder | $3,482 | $13,434-74.1% | $9,702-64.1% | $11,596-70.0% |