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 | $87,988 | $140,940-37.6% | $112,229-21.6% | $139,434-36.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 32.71%-18.3pp | 30.20%-15.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,017 | $4,283-6.2% | $3,430+17.1% | $4,751-15.5% |
| Participant deferral / active EE | $8,233 | $5,874+40.2% | $4,798+71.6% | $6,710+22.7% |
| Admin fee / account holder | $578 | $9,954-94.2% | $7,748-92.5% | $11,403-94.9% |