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 | $104,880 | $118,849-11.8% | $96,562+8.6% | $167,490-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,841 | $3,120-41.0% | $2,356-21.9% | $4,837-61.9% |
| Participant deferral / active EE | $3,314 | $4,616-28.2% | $3,849-13.9% | $6,341-47.7% |
| Admin fee / account holder | $1,333 | $8,065-83.5% | $6,181-78.4% | $12,309-89.2% |