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 | $121,584 | $228,332-46.8% | $185,823-34.6% | $158,922-23.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.73% | 40.80%-21.1pp | 35.95%-16.2pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,516 | $4,967-49.3% | $4,087-38.4% | $4,761-47.1% |
| Participant deferral / active EE | $8,341 | $6,415+30.0% | $5,632+48.1% | $5,982+39.4% |
| Admin fee / account holder | $763 | $11,864-93.6% | $9,500-92.0% | $11,246-93.2% |