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 | $72,745 | $104,974-30.7% | $95,585-23.9% | $142,382-48.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.08% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,280 | $2,779-17.9% | $2,527-9.8% | $4,299-47.0% |
| Participant deferral / active EE | $4,268 | $4,352-1.9% | $4,023+6.1% | $6,507-34.4% |
| Admin fee / account holder | $3,288 | $6,386-48.5% | $6,127-46.3% | $12,624-74.0% |