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 | $56,184 | $162,781-65.5% | $133,956-58.1% | $158,922-64.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.51% | 41.94%-33.4pp | 45.09%-36.6pp | 302.83%-294.3pp |
| Employer contribution / active EE | $3,177 | $4,975-36.1% | $3,919-18.9% | $4,761-33.3% |
| Participant deferral / active EE | $3,808 | $5,911-35.6% | $5,048-24.6% | $5,982-36.3% |
| Admin fee / account holder | $10,919 | $11,736-7.0% | $8,927+22.3% | $11,246-2.9% |