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 | $104,120 | $179,726-42.1% | $156,263-33.4% | $142,382-26.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.55% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,162 | $5,069-37.6% | $4,333-27.0% | $4,299-26.4% |
| Participant deferral / active EE | $6,159 | $6,956-11.5% | $6,1580% | $6,507-5.3% |
| Admin fee / account holder | $5,840 | $17,272-66.2% | $14,255-59.0% | $12,624-53.7% |