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 | $185,043 | $227,553-18.7% | $189,557-2.4% | $167,490+10.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.55% | 78.40%-64.9pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,696 | $5,316-68.1% | $4,412-61.6% | $4,837-65.0% |
| Participant deferral / active EE | $5,363 | $7,002-23.4% | $6,174-13.1% | $6,341-15.4% |
| Admin fee / account holder | $927 | $11,878-92.2% | $9,807-90.6% | $12,309-92.5% |