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 | $92,428 | $110,261-16.2% | $95,745-3.5% | $139,434-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.33% | 27.11%-10.8pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,692 | $3,257-48.0% | $2,835-40.3% | $4,751-64.4% |
| Participant deferral / active EE | $2,866 | $4,676-38.7% | $4,245-32.5% | $6,710-57.3% |
| Admin fee / account holder | $2,320 | $6,613-64.9% | $5,678-59.1% | $11,403-79.7% |