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 | $59,819 | $180,028-66.8% | $138,135-56.7% | $158,922-62.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 22.70% | 21.68%+1.0pp | 20.51%+2.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,244 | $7,470-56.6% | $5,587-41.9% | $4,761-31.9% |
| Participant deferral / active EE | $5,127 | $7,717-33.6% | $6,431-20.3% | $5,982-14.3% |
| Admin fee / account holder | $590 | $17,912-96.7% | $11,856-95.0% | $11,246-94.8% |