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 | $49,913 | $107,452-53.5% | $91,541-45.5% | $142,382-64.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.80% | 22.06%-5.3pp | 20.50%-3.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,254 | $2,994+8.7% | $2,505+29.9% | $4,299-24.3% |
| Participant deferral / active EE | $5,354 | $4,754+12.6% | $4,008+33.6% | $6,507-17.7% |
| Admin fee / account holder | $366 | $8,834-95.9% | $6,956-94.7% | $12,624-97.1% |