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 | $103,565 | $165,335-37.4% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.47% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,432 | $5,103-71.9% | $4,644-69.2% | $4,761-69.9% |
| Participant deferral / active EE | $3,741 | $7,181-47.9% | $6,842-45.3% | $5,982-37.5% |
| Admin fee / account holder | $1,282 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |