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 | $50,220 | $110,261-54.5% | $95,745-47.5% | $139,434-64.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 27.11%-10.9pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,158 | $3,257-3.1% | $2,835+11.4% | $4,751-33.5% |
| Participant deferral / active EE | $3,232 | $4,676-30.9% | $4,245-23.9% | $6,710-51.8% |
| Admin fee / account holder | $6,064 | $6,613-8.3% | $5,678+6.8% | $11,403-46.8% |