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 | $68,189 | $152,460-55.3% | $118,746-42.6% | $147,584-53.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.18% | 17.41%-0.2pp | 24.54%-7.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,470 | $5,046-31.2% | $4,193-17.2% | $4,876-28.8% |
| Participant deferral / active EE | $5,729 | $6,212-7.8% | $5,332+7.4% | $5,439+5.3% |
| Admin fee / account holder | $3,723 | $16,953-78.0% | $10,720-65.3% | $10,885-65.8% |