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 | $123,736 | $210,343-41.2% | $153,432-19.4% | $145,959-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 13.38%-1.4pp | 15.66%-3.6pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,603 | $6,047-57.0% | $5,038-48.3% | $4,661-44.2% |
| Participant deferral / active EE | $6,192 | $7,977-22.4% | $6,757-8.4% | $6,689-7.4% |
| Admin fee / account holder | $8,092 | $19,424-58.3% | $12,725-36.4% | $13,398-39.6% |