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 | $113,451 | $176,812-35.8% | $146,665-22.6% | $167,490-32.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.23% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,911 | $5,160-63.0% | $4,136-53.8% | $4,837-60.5% |
| Participant deferral / active EE | $3,772 | $6,440-41.4% | $5,506-31.5% | $6,341-40.5% |
| Admin fee / account holder | $706 | $13,259-94.7% | $10,280-93.1% | $12,309-94.3% |