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 | $63,783 | $109,359-41.7% | $162,163-60.7% | $72,985-12.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.24% | 25.46%-4.2pp | 115.59%-94.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,591 | $3,907-8.1% | $5,614-36.0% | $2,440+47.2% |
| Participant deferral / active EE | $3,594 | $5,481-34.4% | $7,298-50.8% | $3,607-0.4% |
| Admin fee / account holder | $1,582 | $7,972-80.2% | $10,843-85.4% | $5,124-69.1% |