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 | $114,641 | $163,101-29.7% | $136,749-16.2% | $142,382-19.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.25% | 27.54%-13.3pp | 24.33%-10.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,359 | $4,117+5.9% | $3,400+28.2% | $4,299+1.4% |
| Participant deferral / active EE | $5,886 | $5,585+5.4% | $4,692+25.5% | $6,507-9.5% |
| Admin fee / account holder | $4,139 | $14,318-71.1% | $11,386-63.6% | $12,624-67.2% |