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 | $98,419 | $162,781-39.5% | $133,956-26.5% | $158,922-38.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.37% | 41.94%-34.6pp | 45.09%-37.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,165 | $4,975-36.4% | $3,919-19.2% | $4,761-33.5% |
| Participant deferral / active EE | $5,382 | $5,911-8.9% | $5,048+6.6% | $5,982-10.0% |
| Admin fee / account holder | $101,757 | $11,736+767.0% | $8,927+1039.9% | $11,246+804.8% |