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 | $116,555 | $172,111-32.3% | $150,298-22.5% | $137,256-15.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 31.57% | 69.37%-37.8pp | 62.79%-31.2pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,565 | $4,636-66.3% | $4,154-62.3% | $4,156-62.4% |
| Participant deferral / active EE | $6,118 | $6,166-0.8% | $5,453+12.2% | $6,407-4.5% |
| Admin fee / account holder | $803 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |