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 | $158,869 | $209,336-24.1% | $197,124-19.4% | $137,256+15.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.32% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,141 | $6,591-67.5% | $6,227-65.6% | $4,156-48.5% |
| Participant deferral / active EE | $7,472 | $9,614-22.3% | $9,135-18.2% | $6,407+16.6% |
| Admin fee / account holder | $1,613 | $17,308-90.7% | $16,298-90.1% | $12,270-86.9% |