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 | $104,798 | $112,729-7.0% | $98,716+6.2% | $137,256-23.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.76% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,023 | $2,725-25.8% | $2,279-11.2% | $4,156-51.3% |
| Participant deferral / active EE | $2,282 | $4,640-50.8% | $4,048-43.6% | $6,407-64.4% |
| Admin fee / account holder | $5,169 | $10,129-49.0% | $8,703-40.6% | $12,270-57.9% |