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 | $108,887 | $176,812-38.4% | $146,665-25.8% | $167,490-35.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.70% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,091 | $5,160-59.5% | $4,136-49.4% | $4,837-56.8% |
| Participant deferral / active EE | $5,086 | $6,440-21.0% | $5,506-7.6% | $6,341-19.8% |
| Admin fee / account holder | $1,086 | $13,259-91.8% | $10,280-89.4% | $12,309-91.2% |