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 | $61,068 | $78,422-22.1% | $95,952-36.4% | $79,858-23.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.19% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,288 | $1,945-33.8% | $2,541-49.3% | $2,471-47.9% |
| Participant deferral / active EE | $2,673 | $3,440-22.3% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $5,071 | $5,622-9.8% | $6,795-25.4% | $5,306-4.4% |