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 | $95,128 | $124,281-23.5% | $109,143-12.8% | $167,490-43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.39% | 26.04%-13.6pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,422 | $4,207-42.4% | $3,722-34.9% | $4,837-49.9% |
| Participant deferral / active EE | $4,519 | $5,255-14.0% | $4,653-2.9% | $6,341-28.7% |
| Admin fee / account holder | $2,063 | $7,970-74.1% | $6,752-69.4% | $12,309-83.2% |