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 | $75,339 | $105,931-28.9% | $81,930-8.0% | $158,922-52.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.80% | 38.17%-31.4pp | 29.49%-22.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $5,273 | $7,800-32.4% | $4,310+22.3% | $4,761+10.8% |
| Participant deferral / active EE | $1,676 | $13,003-87.1% | $7,107-76.4% | $5,982-72.0% |
| Admin fee / account holder | $2,960 | $8,489-65.1% | $5,158-42.6% | $11,246-73.7% |