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 | $61,833 | $114,237-45.9% | $119,258-48.2% | $167,490-63.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.54% | 29.87%-13.3pp | 30.69%-14.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,975 | $4,481-11.3% | $4,384-9.3% | $4,837-17.8% |
| Participant deferral / active EE | $6,989 | $6,084+14.9% | $6,111+14.4% | $6,341+10.2% |
| Admin fee / account holder | $381 | $8,932-95.7% | $7,226-94.7% | $12,309-96.9% |