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 | $59,393 | $95,416-37.8% | $185,823-68.0% | $85,850-30.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.08% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,166 | $3,314-64.8% | $5,167-77.4% | $2,565-54.6% |
| Participant deferral / active EE | $1,982 | $3,423-42.1% | $5,568-64.4% | $3,952-49.8% |
| Admin fee / account holder | $2,799 | $7,213-61.2% | $16,237-82.8% | $6,260-55.3% |