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 | $74,525 | $76,312-2.3% | $67,221+10.9% | $158,922-53.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.24% | 22.77%-10.5pp | 20.72%-8.5pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,164 | $4,476-7.0% | $3,723+11.8% | $4,761-12.5% |
| Participant deferral / active EE | $10,586 | $5,264+101.1% | $4,384+141.5% | $5,982+77.0% |
| Admin fee / account holder | $10,830 | $8,005+35.3% | $5,844+85.3% | $11,246-3.7% |