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 | $63,928 | $180,028-64.5% | $138,135-53.7% | $158,922-59.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.29% | 21.68%-9.4pp | 20.51%-8.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,903 | $7,470-47.8% | $5,587-30.1% | $4,761-18.0% |
| Participant deferral / active EE | $8,591 | $7,717+11.3% | $6,431+33.6% | $5,982+43.6% |
| Admin fee / account holder | $5,469 | $17,912-69.5% | $11,856-53.9% | $11,246-51.4% |