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 | $53,824 | $106,515-49.5% | $96,683-44.3% | $139,434-61.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.78% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,548 | $4,103-37.9% | $3,737-31.8% | $4,751-46.4% |
| Participant deferral / active EE | $3,341 | $5,454-38.7% | $4,878-31.5% | $6,710-50.2% |
| Admin fee / account holder | $6,238 | $7,877-20.8% | $6,730-7.3% | $11,403-45.3% |