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 | $101,087 | $162,781-37.9% | $133,956-24.5% | $158,922-36.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.29% | 41.94%-35.7pp | 45.09%-38.8pp | 302.83%-296.5pp |
| Employer contribution / active EE | $4,585 | $4,975-7.8% | $3,919+17.0% | $4,761-3.7% |
| Participant deferral / active EE | $7,119 | $5,911+20.4% | $5,048+41.0% | $5,982+19.0% |
| Admin fee / account holder | $2,164 | $11,736-81.6% | $8,927-75.8% | $11,246-80.8% |