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 | $104,603 | $165,912-37.0% | $122,332-14.5% | $147,584-29.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.88% | 34.55%-19.7pp | 30.27%-15.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,182 | $5,754-44.7% | $4,050-21.4% | $4,876-34.7% |
| Participant deferral / active EE | $2,915 | $4,005-27.2% | $3,287-11.3% | $5,439-46.4% |
| Admin fee / account holder | $536 | $7,424-92.8% | $5,478-90.2% | $10,885-95.1% |