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 | $113,493 | $158,817-28.5% | $121,196-6.4% | $135,375-16.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 10.05% | -0.64%+10.7pp | 16.93%-6.9pp | 519.73%-509.7pp |
| Employer contribution / active EE | $3,056 | $5,665-46.0% | $4,022-24.0% | $4,779-36.0% |
| Participant deferral / active EE | $6,509 | $4,005+62.5% | $3,344+94.6% | $5,609+16.1% |
| Admin fee / account holder | $1,634 | $6,512-74.9% | $5,019-67.5% | $10,827-84.9% |