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 | $55,647 | $179,726-69.0% | $156,263-64.4% | $142,382-60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.32% | 77.86%-61.5pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,641 | $5,069-28.2% | $4,333-16.0% | $4,299-15.3% |
| Participant deferral / active EE | $2,777 | $6,956-60.1% | $6,158-54.9% | $6,507-57.3% |
| Admin fee / account holder | $9,587 | $17,272-44.5% | $14,255-32.7% | $12,624-24.1% |