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 | $82,657 | $108,825-24.0% | $156,181-47.1% | $82,448+0.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.06% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,779 | $2,870-38.0% | $4,294-58.6% | $2,551-30.3% |
| Participant deferral / active EE | $5,606 | $4,577+22.5% | $6,132-8.6% | $4,139+35.4% |
| Admin fee / account holder | $2,918 | $9,341-68.8% | $14,586-80.0% | $7,234-59.7% |