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 | $66,359 | $162,781-59.2% | $133,956-50.5% | $158,922-58.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 37.80% | 41.94%-4.1pp | 45.09%-7.3pp | 302.83%-265.0pp |
| Employer contribution / active EE | $3,913 | $4,975-21.4% | $3,919-0.1% | $4,761-17.8% |
| Participant deferral / active EE | $5,690 | $5,911-3.7% | $5,048+12.7% | $5,982-4.9% |
| Admin fee / account holder | $3,692 | $11,736-68.5% | $8,927-58.6% | $11,246-67.2% |