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 | $63,995 | $101,069-36.7% | $81,478-21.5% | $147,584-56.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.77% | 32.40%-13.6pp | 38.78%-20.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $6,374 | $3,205+98.9% | $2,568+148.2% | $4,876+30.7% |
| Participant deferral / active EE | $3,570 | $4,242-15.8% | $3,537+0.9% | $5,439-34.4% |
| Admin fee / account holder | $2,771 | $5,812-52.3% | $4,561-39.3% | $10,885-74.5% |