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 | $78,571 | $110,257-28.7% | $96,544-18.6% | $139,434-43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.15% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,204 | $3,620-11.5% | $2,965+8.1% | $4,751-32.6% |
| Participant deferral / active EE | $9,120 | $5,548+64.4% | $4,851+88.0% | $6,710+35.9% |
| Admin fee / account holder | $1,390 | $11,591-88.0% | $8,252-83.2% | $11,403-87.8% |