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 | $60,803 | $117,983-48.5% | $101,794-40.3% | $142,382-57.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.79% | 36.92%-11.1pp | 30.53%-4.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,422 | $2,773-48.7% | $2,289-37.9% | $4,299-66.9% |
| Participant deferral / active EE | $1,992 | $4,714-57.7% | $4,084-51.2% | $6,507-69.4% |
| Admin fee / account holder | $11,375 | $10,433+9.0% | $8,777+29.6% | $12,624-9.9% |