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 | $76,144 | $99,032-23.1% | $80,019-4.8% | $135,375-43.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.49% | 15.39%-6.9pp | 11.22%-2.7pp | 519.73%-511.2pp |
| Employer contribution / active EE | $1,735 | $3,043-43.0% | $2,468-29.7% | $4,779-63.7% |
| Participant deferral / active EE | $1,636 | $4,282-61.8% | $3,686-55.6% | $5,609-70.8% |
| Admin fee / account holder | $1,793 | $10,436-82.8% | $6,521-72.5% | $10,827-83.4% |