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 | $91,003 | $111,301-18.2% | $112,977-19.4% | $158,922-42.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 21.28% | 26.40%-5.1pp | 24.24%-3.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $6,557 | $4,471+46.6% | $4,255+54.1% | $4,761+37.7% |
| Participant deferral / active EE | $9,461 | $5,880+60.9% | $5,836+62.1% | $5,982+58.2% |
| Admin fee / account holder | $726 | $8,392-91.4% | $6,294-88.5% | $11,246-93.5% |