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 | $75,713 | $176,812-57.2% | $146,665-48.4% | $167,490-54.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.52% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,652 | $5,160-68.0% | $4,136-60.1% | $4,837-65.8% |
| Participant deferral / active EE | $4,390 | $6,440-31.8% | $5,506-20.3% | $6,341-30.8% |
| Admin fee / account holder | $4,160 | $13,259-68.6% | $10,280-59.5% | $12,309-66.2% |