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 | $71,155 | $124,425-42.8% | $112,040-36.5% | $137,256-48.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.62% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,494 | $3,411-26.9% | $2,954-15.6% | $4,156-40.0% |
| Participant deferral / active EE | $3,613 | $5,718-36.8% | $5,098-29.1% | $6,407-43.6% |
| Admin fee / account holder | $370 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |