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 | $91,765 | $162,781-43.6% | $133,956-31.5% | $158,922-42.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.10% | 41.94%-33.8pp | 45.09%-37.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,412 | $4,975-71.6% | $3,919-64.0% | $4,761-70.3% |
| Participant deferral / active EE | $4,046 | $5,911-31.6% | $5,048-19.9% | $5,982-32.4% |
| Admin fee / account holder | $9,732 | $11,736-17.1% | $8,927+9.0% | $11,246-13.5% |