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 | $94,858 | $162,781-41.7% | $133,956-29.2% | $158,922-40.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.08% | 41.94%-28.9pp | 45.09%-32.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,853 | $4,975-2.5% | $3,919+23.8% | $4,761+1.9% |
| Participant deferral / active EE | $2,584 | $5,911-56.3% | $5,048-48.8% | $5,982-56.8% |
| Admin fee / account holder | $2,061 | $11,736-82.4% | $8,927-76.9% | $11,246-81.7% |