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 | $56,389 | $85,006-33.7% | $76,190-26.0% | $145,922-61.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 17.23% | 13.11%+4.1pp | 13.78%+3.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,787 | $5,265-28.1% | $4,578-17.3% | $4,660-18.7% |
| Participant deferral / active EE | $3,814 | $6,392-40.3% | $5,474-30.3% | $6,688-43.0% |
| Admin fee / account holder | $995 | $5,760-82.7% | $5,123-80.6% | $13,397-92.6% |