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 | $67,484 | $111,301-39.4% | $112,977-40.3% | $158,922-57.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 17.46% | 26.40%-8.9pp | 24.24%-6.8pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,207 | $4,471+16.5% | $4,255+22.4% | $4,761+9.4% |
| Participant deferral / active EE | $8,891 | $5,880+51.2% | $5,836+52.4% | $5,982+48.6% |
| Admin fee / account holder | $531 | $8,392-93.7% | $6,294-91.6% | $11,246-95.3% |