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 | $77,892 | $104,251-25.3% | $91,001-14.4% | $147,584-47.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.12% | 27.06%-10.9pp | 4.60%+11.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,542 | $3,116+13.7% | $2,456+44.3% | $4,876-27.4% |
| Participant deferral / active EE | $2,949 | $4,195-29.7% | $3,547-16.9% | $5,439-45.8% |
| Admin fee / account holder | $1,333 | $8,948-85.1% | $5,417-75.4% | $10,885-87.8% |