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 | $106,396 | $152,587-30.3% | $125,175-15.0% | $152,861-30.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.32% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $974 | $4,946-80.3% | $3,865-74.8% | $4,762-79.5% |
| Participant deferral / active EE | $6,792 | $5,868+15.7% | $4,937+37.6% | $5,850+16.1% |
| Admin fee / account holder | $4,998 | $13,434-62.8% | $9,702-48.5% | $11,596-56.9% |