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 | $103,325 | $214,378-51.8% | $200,582-48.5% | $142,382-27.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.65% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,819 | $6,841-58.8% | $6,419-56.1% | $4,299-34.4% |
| Participant deferral / active EE | $5,653 | $9,865-42.7% | $9,331-39.4% | $6,507-13.1% |
| Admin fee / account holder | $6,714 | $17,692-62.1% | $16,305-58.8% | $12,624-46.8% |