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 | $75,282 | $103,376-27.2% | $87,100-13.6% | $152,861-50.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.80% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,909 | $3,220-9.7% | $2,521+15.4% | $4,762-38.9% |
| Participant deferral / active EE | $5,905 | $4,778+23.6% | $4,049+45.9% | $5,850+0.9% |
| Admin fee / account holder | $5,366 | $12,205-56.0% | $7,497-28.4% | $11,596-53.7% |