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 | $130,121 | $149,734-13.1% | $118,925+9.4% | $158,922-18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.59% | 19.95%-10.4pp | 35.88%-26.3pp | 302.83%-293.2pp |
| Employer contribution / active EE | $6,795 | $4,115+65.1% | $3,263+108.3% | $4,761+42.7% |
| Participant deferral / active EE | $10,001 | $5,223+91.5% | $4,265+134.5% | $5,982+67.2% |
| Admin fee / account holder | $2,001 | $8,603-76.7% | $6,581-69.6% | $11,246-82.2% |