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 | $77,625 | $152,460-49.1% | $118,746-34.6% | $147,584-47.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.94% | 17.41%-4.5pp | 24.54%-11.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,790 | $5,046-24.9% | $4,193-9.6% | $4,876-22.3% |
| Participant deferral / active EE | $7,114 | $6,212+14.5% | $5,332+33.4% | $5,439+30.8% |
| Admin fee / account holder | $425 | $16,953-97.5% | $10,720-96.0% | $10,885-96.1% |