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 | $122,137 | $178,174-31.5% | $156,181-21.8% | $137,256-11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.02% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,294 | $4,972-53.9% | $4,294-46.6% | $4,156-44.8% |
| Participant deferral / active EE | $3,923 | $6,888-43.0% | $6,132-36.0% | $6,407-38.8% |
| Admin fee / account holder | $6,099 | $17,404-65.0% | $14,586-58.2% | $12,270-50.3% |