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 | $67,874 | $159,602-57.5% | $150,045-54.8% | $142,382-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.70% | 70.24%-53.5pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,298 | $4,961-13.4% | $4,693-8.4% | $4,2990% |
| Participant deferral / active EE | $4,803 | $8,310-42.2% | $7,997-39.9% | $6,507-26.2% |
| Admin fee / account holder | $1,214 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |