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 | $156,751 | $228,332-31.3% | $185,823-15.6% | $158,922-1.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.33% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,038 | $4,967-79.1% | $4,087-74.6% | $4,761-78.2% |
| Participant deferral / active EE | $4,170 | $6,415-35.0% | $5,632-26.0% | $5,982-30.3% |
| Admin fee / account holder | $573 | $11,864-95.2% | $9,500-94.0% | $11,246-94.9% |