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 | $48,774 | $61,605-20.8% | $112,229-56.5% | $75,163-35.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 23.65% | 28.47%-4.8pp | 30.20%-6.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,872 | $2,015+42.5% | $3,430-16.3% | $2,670+7.6% |
| Participant deferral / active EE | $2,713 | $3,108-12.7% | $4,798-43.4% | $4,125-34.2% |
| Admin fee / account holder | $1,663 | $4,862-65.8% | $7,748-78.5% | $5,651-70.6% |