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 | $107,943 | $162,781-33.7% | $133,956-19.4% | $158,922-32.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.44% | 41.94%-20.5pp | 45.09%-23.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $5,188 | $4,975+4.3% | $3,919+32.4% | $4,761+9.0% |
| Participant deferral / active EE | $6,068 | $5,911+2.7% | $5,048+20.2% | $5,982+1.4% |
| Admin fee / account holder | $407 | $11,736-96.5% | $8,927-95.4% | $11,246-96.4% |