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 | $93,003 | $118,450-21.5% | $98,439-5.5% | $139,434-33.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,340 | $3,609-35.2% | $3,048-23.2% | $4,751-50.8% |
| Participant deferral / active EE | $2,954 | $5,392-45.2% | $4,738-37.7% | $6,710-56.0% |
| Admin fee / account holder | $6,999 | $14,026-50.1% | $8,948-21.8% | $11,403-38.6% |