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 | $88,820 | $228,332-61.1% | $185,823-52.2% | $158,922-44.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.02% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,251 | $4,967-14.4% | $4,087+4.0% | $4,761-10.7% |
| Participant deferral / active EE | $5,923 | $6,415-7.7% | $5,632+5.2% | $5,982-1.0% |
| Admin fee / account holder | $5,868 | $11,864-50.5% | $9,500-38.2% | $11,246-47.8% |