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 | $82,452 | $117,381-29.8% | $99,443-17.1% | $152,861-46.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 13.21% | 31.87%-18.7pp | 30.72%-17.5pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,003 | $3,013-0.3% | $2,540+18.2% | $4,762-36.9% |
| Participant deferral / active EE | $16,667 | $4,086+307.9% | $3,619+360.6% | $5,850+184.9% |
| Admin fee / account holder | $2,538 | $7,631-66.7% | $6,250-59.4% | $11,596-78.1% |