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 | $58,893 | $140,940-58.2% | $112,229-47.5% | $139,434-57.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.22% | 32.71%-21.5pp | 30.20%-19.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,973 | $4,283-30.6% | $3,430-13.3% | $4,751-37.4% |
| Participant deferral / active EE | $5,438 | $5,874-7.4% | $4,798+13.3% | $6,710-19.0% |
| Admin fee / account holder | $21,969 | $9,954+120.7% | $7,748+183.5% | $11,403+92.7% |