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 | $77,488 | $104,251-25.7% | $91,001-14.8% | $147,584-47.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.56% | 27.06%-17.5pp | 4.60%+5.0pp | 578.55%-569.0pp |
| Employer contribution / active EE | $3,864 | $3,116+24.0% | $2,456+57.3% | $4,876-20.8% |
| Participant deferral / active EE | $3,383 | $4,195-19.3% | $3,547-4.6% | $5,439-37.8% |
| Admin fee / account holder | $8,929 | $8,948-0.2% | $5,417+64.8% | $10,885-18.0% |