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 | $94,813 | $124,281-23.7% | $109,143-13.1% | $167,490-43.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.57% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,899 | $4,207-31.1% | $3,722-22.1% | $4,837-40.1% |
| Participant deferral / active EE | $4,873 | $5,255-7.3% | $4,653+4.7% | $6,341-23.2% |
| Admin fee / account holder | $18,849 | $7,970+136.5% | $6,752+179.1% | $12,309+53.1% |