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 | $91,591 | $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 | 19.15% | 19.95%-0.8pp | 35.88%-16.7pp | 302.83%-283.7pp |
| Employer contribution / active EE | $927 | $4,115-77.5% | $3,263-71.6% | $4,761-80.5% |
| Participant deferral / active EE | $3,707 | $5,223-29.0% | $4,265-13.1% | $5,982-38.0% |
| Admin fee / account holder | $652 | $8,603-92.4% | $6,581-90.1% | $11,246-94.2% |