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 | $179,883 | $227,553-20.9% | $189,557-5.1% | $167,490+7.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.38% | 78.40%-70.0pp | 64.17%-55.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,146 | $5,316-40.8% | $4,412-28.7% | $4,837-35.0% |
| Participant deferral / active EE | $5,213 | $7,002-25.5% | $6,174-15.6% | $6,341-17.8% |
| Admin fee / account holder | $7,381 | $11,878-37.9% | $9,807-24.7% | $12,309-40.0% |