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 | $125,266 | $176,812-29.2% | $146,665-14.6% | $167,490-25.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.61% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,868 | $5,160-44.4% | $4,136-30.7% | $4,837-40.7% |
| Participant deferral / active EE | $5,179 | $6,440-19.6% | $5,506-5.9% | $6,341-18.3% |
| Admin fee / account holder | $7,566 | $13,259-42.9% | $10,280-26.4% | $12,309-38.5% |