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 | $35,884 | $91,552-60.8% | $133,956-73.2% | $79,858-55.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 26.24% | 61.85%-35.6pp | 45.09%-18.9pp | 31.71%-5.5pp |
| Employer contribution / active EE | $3,570 | $2,384+49.8% | $3,919-8.9% | $2,471+44.5% |
| Participant deferral / active EE | $2,813 | $3,733-24.7% | $5,048-44.3% | $3,740-24.8% |
| Admin fee / account holder | $1,667 | $6,321-73.6% | $8,927-81.3% | $5,306-68.6% |