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 | $127,702 | $162,781-21.5% | $133,956-4.7% | $158,922-19.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.37% | 41.94%-21.6pp | 45.09%-24.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,433 | $4,975-71.2% | $3,919-63.4% | $4,761-69.9% |
| Participant deferral / active EE | $10,540 | $5,911+78.3% | $5,048+108.8% | $5,982+76.2% |
| Admin fee / account holder | $989 | $11,736-91.6% | $8,927-88.9% | $11,246-91.2% |