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 | $60,802 | $111,301-45.4% | $112,977-46.2% | $158,922-61.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.43% | 26.40%-9.0pp | 24.24%-6.8pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,625 | $4,471+25.8% | $4,255+32.2% | $4,761+18.1% |
| Participant deferral / active EE | $5,556 | $5,880-5.5% | $5,836-4.8% | $5,982-7.1% |
| Admin fee / account holder | $2,291 | $8,392-72.7% | $6,294-63.6% | $11,246-79.6% |