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 | $77,701 | $180,028-56.8% | $138,135-43.7% | $158,922-51.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.85% | 21.68%-9.8pp | 20.51%-8.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,424 | $7,470-54.2% | $5,587-38.7% | $4,761-28.1% |
| Participant deferral / active EE | $10,419 | $7,717+35.0% | $6,431+62.0% | $5,982+74.2% |
| Admin fee / account holder | $14,367 | $17,912-19.8% | $11,856+21.2% | $11,246+27.8% |