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 | $63,814 | $162,781-60.8% | $133,956-52.4% | $158,922-59.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.12% | 41.94%-21.8pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,755 | $4,975-64.7% | $3,919-55.2% | $4,761-63.1% |
| Participant deferral / active EE | $8,744 | $5,911+47.9% | $5,048+73.2% | $5,982+46.2% |
| Admin fee / account holder | $3,929 | $11,736-66.5% | $8,927-56.0% | $11,246-65.1% |