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 | $83,342 | $94,752-12.0% | $112,887-26.2% | $139,434-40.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.70% | 40.88%-23.2pp | 34.10%-16.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,648 | $4,625+0.5% | $4,563+1.9% | $4,751-2.2% |
| Participant deferral / active EE | $13,822 | $6,512+112.2% | $6,513+112.2% | $6,710+106.0% |
| Admin fee / account holder | $1,647 | $8,527-80.7% | $7,047-76.6% | $11,403-85.6% |