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 | $85,475 | $112,881-24.3% | $90,951-6.0% | $158,922-46.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.15% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,169 | $2,893+9.5% | $2,122+49.3% | $4,761-33.4% |
| Participant deferral / active EE | $5,641 | $4,128+36.7% | $3,373+67.2% | $5,982-5.7% |
| Admin fee / account holder | $3,653 | $8,041-54.6% | $5,959-38.7% | $11,246-67.5% |