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 | $84,591 | $116,175-27.2% | $93,606-9.6% | $152,861-44.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.79% | 35.96%-12.2pp | 32.76%-9.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,627 | $3,218-49.4% | $2,718-40.1% | $4,762-65.8% |
| Participant deferral / active EE | $4,143 | $4,603-10.0% | $4,069+1.8% | $5,850-29.2% |
| Admin fee / account holder | $6,963 | $10,748-35.2% | $7,888-11.7% | $11,596-40.0% |