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 | $91,607 | $149,734-38.8% | $118,925-23.0% | $158,922-42.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.72% | 19.95%+5.8pp | 35.88%-10.2pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,684 | $4,115-10.5% | $3,263+12.9% | $4,761-22.6% |
| Participant deferral / active EE | $4,096 | $5,223-21.6% | $4,265-4.0% | $5,982-31.5% |
| Admin fee / account holder | $412 | $8,603-95.2% | $6,581-93.7% | $11,246-96.3% |