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 | $55,823 | $152,587-63.4% | $125,175-55.4% | $152,861-63.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.26% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,645 | $4,946-46.5% | $3,865-31.6% | $4,762-44.5% |
| Participant deferral / active EE | $5,893 | $5,868+0.4% | $4,937+19.4% | $5,850+0.7% |
| Admin fee / account holder | $771 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |