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 | $47,154 | $100,901-53.3% | $75,670-37.7% | $147,584-68.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.82% | 35.78%-22.0pp | 27.34%-13.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,271 | $3,253-30.2% | $2,352-3.4% | $4,876-53.4% |
| Participant deferral / active EE | $5,051 | $4,027+25.4% | $3,142+60.7% | $5,439-7.1% |
| Admin fee / account holder | $1,669 | $11,285-85.2% | $5,800-71.2% | $10,885-84.7% |