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 | $127,092 | $232,540-45.3% | $185,117-31.3% | $147,584-13.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.42% | 43.03%-27.6pp | 40.50%-25.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,050 | $5,195-60.5% | $4,182-51.0% | $4,876-58.0% |
| Participant deferral / active EE | $4,614 | $5,834-20.9% | $5,045-8.5% | $5,439-15.2% |
| Admin fee / account holder | $2,689 | $10,275-73.8% | $8,159-67.0% | $10,885-75.3% |