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 | $47,782 | $114,237-58.2% | $119,258-59.9% | $167,490-71.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.18% | 29.87%-19.7pp | 30.69%-20.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $3,381 | $4,481-24.5% | $4,384-22.9% | $4,837-30.1% |
| Participant deferral / active EE | $4,853 | $6,084-20.2% | $6,111-20.6% | $6,341-23.5% |
| Admin fee / account holder | $371 | $8,932-95.8% | $7,226-94.9% | $12,309-97.0% |