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 | $84,489 | $106,515-20.7% | $96,683-12.6% | $139,434-39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.49% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,398 | $4,103-65.9% | $3,737-62.6% | $4,751-70.6% |
| Participant deferral / active EE | $2,868 | $5,454-47.4% | $4,878-41.2% | $6,710-57.3% |
| Admin fee / account holder | $3,357 | $7,877-57.4% | $6,730-50.1% | $11,403-70.6% |