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 | $69,816 | $117,381-40.5% | $99,443-29.8% | $152,861-54.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.83% | 31.87%-14.0pp | 30.72%-12.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,915 | $3,013-3.3% | $2,540+14.8% | $4,762-38.8% |
| Participant deferral / active EE | $1,860 | $4,086-54.5% | $3,619-48.6% | $5,850-68.2% |
| Admin fee / account holder | $538 | $7,631-92.9% | $6,250-91.4% | $11,596-95.4% |