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 | $47,096 | $46,553+1.2% | $64,056-26.5% | $75,163-37.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.19% | 26.03%-8.8pp | 33.69%-16.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,339 | $1,974+119.8% | $2,747+58.0% | $2,670+62.5% |
| Participant deferral / active EE | $2,110 | $2,837-25.6% | $3,880-45.6% | $4,125-48.8% |
| Admin fee / account holder | $1,087 | $2,952-63.2% | $3,068-64.6% | $5,651-80.8% |