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 | $83,841 | $157,256-46.7% | $141,162-40.6% | $152,861-45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.29% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,395 | $5,261-54.5% | $4,735-49.4% | $4,762-49.7% |
| Participant deferral / active EE | $6,746 | $7,109-5.1% | $6,709+0.6% | $5,850+15.3% |
| Admin fee / account holder | $781 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |