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 | $97,292 | $154,117-36.9% | $129,995-25.2% | $139,434-30.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 32.48%-17.9pp | -137.18%+151.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,295 | $5,289-75.5% | $4,320-70.0% | $4,751-72.7% |
| Participant deferral / active EE | $8,127 | $6,710+21.1% | $5,820+39.6% | $6,710+21.1% |
| Admin fee / account holder | $6,544 | $14,007-53.3% | $10,614-38.4% | $11,403-42.6% |