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 | $53,620 | $228,332-76.5% | $185,823-71.1% | $158,922-66.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.38% | 40.80%-23.4pp | 35.95%-18.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,898 | $4,967-61.8% | $4,087-53.6% | $4,761-60.1% |
| Participant deferral / active EE | $5,027 | $6,415-21.6% | $5,632-10.7% | $5,982-16.0% |
| Admin fee / account holder | $1,822 | $11,864-84.6% | $9,500-80.8% | $11,246-83.8% |