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 | $113,985 | $162,781-30.0% | $133,956-14.9% | $158,922-28.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.49% | 41.94%-13.5pp | 45.09%-16.6pp | 302.83%-274.3pp |
| Employer contribution / active EE | $6,920 | $4,975+39.1% | $3,919+76.6% | $4,761+45.3% |
| Participant deferral / active EE | $6,873 | $5,911+16.3% | $5,048+36.2% | $5,982+14.9% |
| Admin fee / account holder | $2,083 | $11,736-82.2% | $8,927-76.7% | $11,246-81.5% |