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 | $60,059 | $176,377-65.9% | $134,143-55.2% | $158,922-62.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.04% | 63.63%-56.6pp | 36.33%-29.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $5,394 | $5,040+7.0% | $3,704+45.6% | $4,761+13.3% |
| Participant deferral / active EE | $5,688 | $4,091+39.0% | $3,499+62.6% | $5,982-4.9% |
| Admin fee / account holder | $2,555 | $8,718-70.7% | $6,684-61.8% | $11,246-77.3% |