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 | $58,578 | $95,416-38.6% | $185,823-68.5% | $85,850-31.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.20% | 23.59%-6.4pp | 122.05%-104.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,202 | $3,314-3.4% | $5,167-38.0% | $2,565+24.8% |
| Participant deferral / active EE | $4,504 | $3,423+31.6% | $5,568-19.1% | $3,952+14.0% |
| Admin fee / account holder | $662 | $7,213-90.8% | $16,237-95.9% | $6,260-89.4% |