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 | $75,096 | $104,974-28.5% | $95,585-21.4% | $142,382-47.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.68% | 210.33%-192.6pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,451 | $2,779-11.8% | $2,527-3.0% | $4,299-43.0% |
| Participant deferral / active EE | $3,531 | $4,352-18.9% | $4,023-12.2% | $6,507-45.7% |
| Admin fee / account holder | $1,613 | $6,386-74.7% | $6,127-73.7% | $12,624-87.2% |