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 | $29,390 | $101,069-70.9% | $81,478-63.9% | $147,584-80.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.44% | 32.40%-18.0pp | 38.78%-24.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,791 | $3,205+18.3% | $2,568+47.7% | $4,876-22.3% |
| Participant deferral / active EE | $3,791 | $4,242-10.6% | $3,537+7.2% | $5,439-30.3% |
| Admin fee / account holder | $3,896 | $5,812-33.0% | $4,561-14.6% | $10,885-64.2% |