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 | $53,736 | $107,934-50.2% | $91,989-41.6% | $152,861-64.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.00% | 89.24%-65.2pp | 69.02%-45.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,622 | $4,210-14.0% | $3,452+4.9% | $4,762-23.9% |
| Participant deferral / active EE | $14,882 | $6,364+133.8% | $5,923+151.3% | $5,850+154.4% |
| Admin fee / account holder | $5,408 | $10,520-48.6% | $7,743-30.2% | $11,596-53.4% |