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 | $110,979 | $127,065-12.7% | $113,168-1.9% | $142,382-22.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.28% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,694 | $3,442-21.7% | $2,975-9.5% | $4,299-37.3% |
| Participant deferral / active EE | $5,380 | $5,716-5.9% | $5,107+5.4% | $6,507-17.3% |
| Admin fee / account holder | $354 | $15,736-97.7% | $12,068-97.1% | $12,624-97.2% |