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 | $127,344 | $162,781-21.8% | $133,956-4.9% | $158,922-19.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.98% | 41.94%-22.0pp | 45.09%-25.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,741 | $4,975-24.8% | $3,919-4.5% | $4,761-21.4% |
| Participant deferral / active EE | $8,929 | $5,911+51.1% | $5,048+76.9% | $5,982+49.3% |
| Admin fee / account holder | $2,926 | $11,736-75.1% | $8,927-67.2% | $11,246-74.0% |