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 | $82,259 | $112,729-27.0% | $98,716-16.7% | $137,256-40.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.94% | 38.48%-24.5pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,113 | $2,725-22.5% | $2,279-7.3% | $4,156-49.2% |
| Participant deferral / active EE | $2,357 | $4,640-49.2% | $4,048-41.8% | $6,407-63.2% |
| Admin fee / account holder | $3,083 | $10,129-69.6% | $8,703-64.6% | $12,270-74.9% |