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 | $68,515 | $111,814-38.7% | $103,374-33.7% | $145,959-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.77%-12.9pp | 24.89%-13.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,793 | $4,214-57.5% | $3,869-53.7% | $4,661-61.5% |
| Participant deferral / active EE | $4,308 | $5,618-23.3% | $5,058-14.8% | $6,689-35.6% |
| Admin fee / account holder | $5,569 | $9,754-42.9% | $8,394-33.7% | $13,398-58.4% |