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 | $70,914 | $95,416-25.7% | $185,823-61.8% | $85,850-17.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.79% | 23.59%-0.8pp | 122.05%-99.3pp | 318.53%-295.7pp |
| Employer contribution / active EE | $3,013 | $3,314-9.1% | $5,167-41.7% | $2,565+17.4% |
| Participant deferral / active EE | $1,331 | $3,423-61.1% | $5,568-76.1% | $3,952-66.3% |
| Admin fee / account holder | $7,281 | $7,213+1.0% | $16,237-55.2% | $6,260+16.3% |