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 | $83,744 | $124,281-32.6% | $109,143-23.3% | $167,490-50.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.51% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $4,817 | $4,207+14.5% | $3,722+29.4% | $4,837-0.4% |
| Participant deferral / active EE | $4,350 | $5,255-17.2% | $4,653-6.5% | $6,341-31.4% |
| Admin fee / account holder | $1,021 | $7,970-87.2% | $6,752-84.9% | $12,309-91.7% |