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 | $92,269 | $117,983-21.8% | $101,794-9.4% | $142,382-35.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.00% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,751 | $2,773-36.9% | $2,289-23.5% | $4,299-59.3% |
| Participant deferral / active EE | $4,138 | $4,714-12.2% | $4,084+1.3% | $6,507-36.4% |
| Admin fee / account holder | $9,316 | $10,433-10.7% | $8,777+6.1% | $12,624-26.2% |