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 | $79,271 | $104,251-24.0% | $91,001-12.9% | $147,584-46.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.39% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,639 | $3,116-15.3% | $2,456+7.5% | $4,876-45.9% |
| Participant deferral / active EE | $8,208 | $4,195+95.7% | $3,547+131.4% | $5,439+50.9% |
| Admin fee / account holder | $23,961 | $8,948+167.8% | $5,417+342.3% | $10,885+120.1% |