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 | $58,756 | $197,591-70.3% | $177,821-67.0% | $158,922-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.72% | 58.76%-46.0pp | 48.32%-35.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,281 | $6,697-51.0% | $5,918-44.6% | $4,761-31.1% |
| Participant deferral / active EE | $4,322 | $8,405-48.6% | $7,714-44.0% | $5,982-27.7% |
| Admin fee / account holder | $4,580 | $15,399-70.3% | $12,427-63.1% | $11,246-59.3% |