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 | $109,117 | $149,734-27.1% | $118,925-8.2% | $158,922-31.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.47% | 19.95%-9.5pp | 35.88%-25.4pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,707 | $4,115-9.9% | $3,263+13.6% | $4,761-22.1% |
| Participant deferral / active EE | $2,895 | $5,223-44.6% | $4,265-32.1% | $5,982-51.6% |
| Admin fee / account holder | $798 | $8,603-90.7% | $6,581-87.9% | $11,246-92.9% |