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 | $35,973 | $162,781-77.9% | $133,956-73.1% | $158,922-77.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.88% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,160 | $4,975-36.5% | $3,919-19.4% | $4,761-33.6% |
| Participant deferral / active EE | $7,758 | $5,911+31.2% | $5,048+53.7% | $5,982+29.7% |
| Admin fee / account holder | $66,104 | $11,736+463.2% | $8,927+640.5% | $11,246+487.8% |