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 | $77,470 | $78,672-1.5% | $109,143-29.0% | $85,850-9.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.98% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $7,542 | $2,735+175.8% | $3,722+102.6% | $2,565+194.0% |
| Participant deferral / active EE | $3,657 | $3,467+5.5% | $4,653-21.4% | $3,952-7.5% |
| Admin fee / account holder | $316 | $5,469-94.2% | $6,752-95.3% | $6,260-94.9% |