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 | $39,309 | $127,386-69.1% | $115,037-65.8% | $125,391-68.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.10% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,806 | $5,166-45.7% | $4,608-39.1% | $4,866-42.3% |
| Participant deferral / active EE | $6,689 | $6,423+4.1% | $6,026+11.0% | $5,352+25.0% |
| Admin fee / account holder | $2,332 | $9,516-75.5% | $8,175-71.5% | $9,540-75.6% |