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 | $93,563 | $157,256-40.5% | $141,162-33.7% | $152,861-38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.27% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,908 | $5,261-25.7% | $4,735-17.5% | $4,762-17.9% |
| Participant deferral / active EE | $8,793 | $7,109+23.7% | $6,709+31.1% | $5,850+50.3% |
| Admin fee / account holder | $894 | $12,120-92.6% | $10,261-91.3% | $11,596-92.3% |