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 | $66,359 | $85,202-22.1% | $172,739-61.6% | $72,985-9.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.18% | 27.32%-4.1pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,492 | $3,324-25.0% | $5,143-51.5% | $2,440+2.2% |
| Participant deferral / active EE | $4,361 | $3,260+33.8% | $5,198-16.1% | $3,607+20.9% |
| Admin fee / account holder | $430 | $5,884-92.7% | $13,954-96.9% | $5,124-91.6% |